Toni Lee Smart – Financial Adviser

Adviser identifying number: 1255465
Status: Current
Adviser’s ABN: 70936325466
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: TONI LEE SMART
Licence number: 488278
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 13/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TONI LEE SMART
Authorised Representative identifying number: 000488278
Authorised Representative’s ABN:

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: RG 146 Compliance Solution – CPA Australia

Relevant memberships of professional bodies or industry associations:

Toni Lee Smart is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product
• Class of Product Advice – Securities
• Class of Product Advice – Simple Managed Investment schemes
• Class of Product Advice – Life risk insurance products
• Class of Product Advice – Superannuation