Ian Smith Financial Planner Report

Name:
Ian Smith

Rep Number:
000247709

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2017-07-07 onwards

Location:
Sydney, , NSW, 0

Licensee
Name:

Number:
000307248

ABN:
87 112 139 321

Controlled By:

Appointed By
Name:
Dover Financial Advisers Pty Ltd

Licence Number:
000307248

ABN:
87 112 139 321

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of New South Wales
Bachelor of Commerce (Finance)
Macquaire University
Master of Applied Finance
Macquaire University
Master of Economics

Memberships
CA - Chartered Accountants (CA)
CFP - Certified Financial Planner (FPA)