Elwyne Smith Financial Planner Report

Name:
Elwyne Ruth Smith

Rep Number:
000239487

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2015-10-23 onwards

Licensee
Name:

Number:
000227232

ABN:
19 001 974 625

Controlled By:

Appointed By
Name:
Count Financial Limited

Licence Number:
000227232

ABN:
19 001 974 625

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 (ALPA) Program
Financial Planning Association of Australia
Diploma of Financial Planning
International Institute of Technology
Diploma of Financial Planning
Kaplan Professional
Margin Lending and Geared Investments
Kaplan Professional
Self Managed Superannuation Funds

Memberships
Association of Financial Advisers (AFA)