Kevin Smith Financial Planner Report

Name:
Kevin Grant Smith

Rep Number:
001003509

Status:
Current

First Advice:
2013

Disciplinary action:
No action

Most Recent Role:
2013-01-10 onwards

Licensee

Appointed By
Name:
Australia And New Zealand Banking Group Limited

Licence Number:
000234527

ABN:
11 005 357 522

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
University of Kwazulu Natal
Bachelor of Commerce
Pinnacle
DPML Margin lending
Monarch Institute
Diploma of Financial Planning

Memberships
Financial Planning Association of Australia (FPA)