Cameron Grant Smith
Financial Adviser in South Yarra, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000258246
- Location
- South Yarra VIC 3141
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 21 June 2013
- First provided advice
- 1989
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2000)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Cameron Grant Smith
On the Financial Advisers Register kept by ASIC, Cameron Grant Smith appears as a current financial adviser in South Yarra, Victoria, adviser number 000258246.
The licensee Cameron advises under is Charter Financial Planning Limited (AFS licence 234665). The current authorisation started on 21 June 2013.
According to the register, Cameron first provided financial advice in 1989. The qualifications listed for Cameron include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2000).
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.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Cameron Grant Smith a registered financial adviser?
Yes. Cameron Grant Smith is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000258246.
Which licensee does Cameron Grant Smith work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Cameron Grant 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."