Anthony James Smith
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000319962
- Location
- Sydney NSW 2000
- Licensee
- Private Wealth Partners Group Pty Limited (AFSL 484737); PWP Advisory Pty Ltd (AFSL 700170)
- Authorised since
- 1 October 2024
- First provided advice
- 2007
- Qualifications
- Bachelor of Business (Applied Finance), University Of Western Sydney (2007); Certified Financial Planner, FPA (2008); Diploma In Stockbroking, Stockbrokers Association Of Australia (2009); SPAA SMSF Specialist, SPAA (2015)
- Memberships
- 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, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Anthony James Smith
Anthony James Smith is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000319962).
Advice is given under the Australian financial services licence of Private Wealth Partners Group Pty Limited, licence number 484737. The register also lists PWP Advisory Pty Ltd (licence 700170). The current authorisation started on 1 October 2024.
According to the register, Anthony first provided financial advice in 2007. The qualifications listed for Anthony include Bachelor of Business (Applied Finance) (University Of Western Sydney, 2007), Certified Financial Planner (FPA, 2008) and Diploma In Stockbroking (Stockbrokers Association Of Australia, 2009). Professional memberships recorded: 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 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 Anthony James Smith a registered financial adviser?
Yes. Anthony James Smith is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000319962.
Which licensee does Anthony James Smith work under?
Private Wealth Partners Group Pty Limited, Australian financial services licence 484737 and PWP Advisory Pty Ltd, Australian financial services licence 700170.
What can Anthony James 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.