Susan Gay Smith – Financial Adviser

Adviser identifying number: 302764
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: ALLIANCE WEALTH PTY LTD
Licence number: 449221
Licensee’s ABN: 93161647007
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 15/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TOPDECK GROUP PTY LTD
Authorised Representative identifying number: 1243273
Authorised Representative’s ABN: 77611676978

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Cavendish & ICFS Specialist SMSF – University of Adelaide
• Diploma of Financial Planning – Kaplan Professional

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Susan Gay Smith is authorised to provide advices on following products:

• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Superannuation