Alison Joy Smith
Financial Adviser in Barton, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000314720
- Location
- Barton ACT 2600
- Licensee
- Aset Wealth Management Pty Ltd (AFSL 316844)
- Authorised since
- 4 September 2025
- First provided advice
- 2007
- Qualifications
- Bachelor of Commerce in Accounting, University of Canberra (1992); Chartered Accountant, Institute of Chartered Accountants (1998); Graduate Diploma in Company Secretarial Practice, Chartered Secretaries Australia (2004); Diploma in Financial Services (Financial Planning), Tribeca (2007); Certified Financial Planner, Financial Planning Association (2015); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Alison Joy Smith
Alison Joy Smith is a financial adviser in Barton, Australian Capital Territory, listed on the Financial Advisers Register kept by ASIC under adviser number 000314720.
Advice is given under the Australian financial services licence of Aset Wealth Management Pty Ltd, licence number 316844. That authorisation dates from 4 September 2025.
The register records 2007 as the year Alison first provided financial advice. The qualifications listed for Alison include Bachelor of Commerce in Accounting (University of Canberra, 1992), Chartered Accountant (Institute of Chartered Accountants, 1998) and Graduate Diploma in Company Secretarial Practice (Chartered Secretaries Australia, 2004). Alison is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Alison Joy Smith a registered financial adviser?
Yes. Alison Joy Smith is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000314720.
Which licensee does Alison Joy Smith work under?
Aset Wealth Management Pty Ltd, Australian financial services licence 316844.
What can Alison Joy Smith give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.