Jodie Smith Financial Planner Report
Disciplinary action:
No action
Most Recent Role:
2017-02-03 onwards
Location:
Bunyip, South Eastern Victoria, VIC, 3815
Name:
Number:
000254544
ABN:
17 005 482 726
Controlled By:
Name:
The Trustee For Smith Family Discretionary Trust & The Trustee For The Keily Family Discretionary Trust
Licence Number:
001251644
ABN:
99 197 786 377
May advise on following product areas:
Superannuation
The University of Adelaide
Cavendish & ICFS Specialist SMSF Course
GippsTAFE
Diploma of Accounting
Investment Banking Institute Australia
Diploma of Financial Services (Financial Planning)
Self Managed Super Fund Association
SMSF Specialist Advisor
Tax Agent