Andrew Mark Smith
Financial Adviser in Matraville, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000284176
- Location
- Matraville NSW 2036
- Licensee
- Shartru Wealth Management Pty Ltd (AFSL 422409)
- Authorised since
- 7 June 2018
- First provided advice
- 2005
- Qualifications
- Graduate Diploma in Financial Planning, Securities Institute Australia (2005); ASX Listed Products Accreditation course, ASX & Savings Factory (2007); Financial Essentials Self-Managed Superannuation Fund, Financial Essentials (2007); Margin Lending and Geared Investments, Kaplan Education Pty Ltd (2015); Ethics & Professionalism in Financial Advice, Kaplan Professional (2020)
- 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, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Andrew Mark Smith
Andrew Mark Smith is a financial adviser in Matraville, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000284176.
Advice is given under the Australian financial services licence of Shartru Wealth Management Pty Ltd, licence number 422409. That authorisation dates from 7 June 2018.
The register records 2005 as the year Andrew first provided financial advice. The qualifications listed for Andrew include Graduate Diploma in Financial Planning (Securities Institute Australia, 2005), ASX Listed Products Accreditation course (ASX & Savings Factory, 2007) and Financial Essentials Self-Managed Superannuation Fund (Financial Essentials, 2007).
Andrew is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Andrew Mark Smith a registered financial adviser?
Yes. Andrew Mark Smith is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000284176.
Which licensee does Andrew Mark Smith work under?
Shartru Wealth Management Pty Ltd, Australian financial services licence 422409.
What can Andrew Mark 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; derivatives.