Wade Murray Smith – Financial Adviser

Adviser identifying number: 245219
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 22/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Authorised Representative identifying number: 000234951
Authorised Representative’s ABN: 11074608558

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:

• Managed Investments – Integratec
• Risk Management – Integratec
• Self Managed Super Fund Course – Tribeca
• Superannuation and Retirement Planning – Integratec
• Taxation Planning – Integratec

Relevant memberships of professional bodies or industry associations: Institute of Public Accountants (IPA)

Wade Murray Smith is authorised to provide advices on following products:

• Superannuation