Barrie Smith
Financial Adviser in South Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000236948
- Location
- South Perth WA 6151
- Licensee
- Australian Financial Solutions Group Pty Ltd (AFSL 341401)
- Authorised since
- 28 February 2020
- First provided advice
- 1998
- Qualifications
- Diploma of Financial Services, Deakin University (2003); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2023)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Barrie Smith
On the Financial Advisers Register kept by ASIC, Barrie Smith appears as a current financial adviser in South Perth, Western Australia, adviser number 000236948.
Barrie provides advice as an authorised representative of Australian Financial Solutions Group Pty Ltd, which holds Australian financial services licence 341401. That authorisation dates from 28 February 2020.
According to the register, Barrie first provided financial advice in 1998. The qualifications listed for Barrie include Diploma of Financial Services (Deakin University, 2003) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2023). Barrie is recorded as a member of 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 Barrie Smith a registered financial adviser?
Yes. Barrie Smith is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000236948.
Which licensee does Barrie Smith work under?
Australian Financial Solutions Group Pty Ltd, Australian financial services licence 341401.
What can Barrie 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.