Brendan Smith Financial Planner Report

Name:
Brendan James Smith

Rep Number:
000224767

Status:
Current

First Advice:
1987

Disciplinary action:
No action

Most Recent Role:
2002-09-01 onwards

Location:
Benalla, Northern Victoria, VIC, 3672

Licensee
Name:

Number:
000221235

ABN:
35 005 391 202

Appointed By
Name:
Ozplan Financial Services Pty Ltd

Licence Number:
000221235

ABN:
35 005 391 202

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
Charles Sturt University
Bachelor of Business
Financial Planning Association of Australia
Certified Financial Planner

Memberships
Australian Institute of Company Directors
Financial Planning Association of Australia (FPA)
Institute of Public Accountants (IPA)