Gregory Smart Financial Planner Report

Name:
Gregory George Smart

Rep Number:
000224141

Status:
Current

First Advice:
1993

Disciplinary action:
No action

Most Recent Role:
2002-10-14 onwards

Location:
Mildura, , VIC, 0

Licensee
Name:

Number:
000223135

ABN:
24 093 733 969

Appointed By
Name:
Capstone Financial Services Pty Ltd

Licence Number:
000305345

ABN:
50 120 846 746

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan Professional
ASX Accredited Listed Product Adviser Program
Kaplan Professional
Advanced Self Managed Superannuation Funds
University of Ballarat
Certificate of Business Studies
Financial Planning Association of Australia (FPA)
Diploma of Financial Planning
Kaplan Professional
Margin Lending and Geared Investments

Memberships
Financial Planning Association of Australia (FPA)