Cameron Wallace Smith
Financial Adviser in Hamilton, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000464309
- Location
- Hamilton NSW 2303
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 17 December 2018
- First provided advice
- 2014
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2012); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2014); Bachelor of Business (Finance), Southern Cross University (2016); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2021); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021); FPE016 Self Managed Super Funds, Kaplan Higher Education Pty Limited (2022); Tax for Financial Advising, Kaplan Higher Education Pty Limited (2025)
- 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
- 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 Wallace Smith
Cameron Wallace Smith is a financial adviser in Hamilton, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000464309.
Advice is given under the Australian financial services licence of Charter Financial Planning Limited, licence number 234665. That authorisation dates from 17 December 2018.
The register records 2014 as the year Cameron first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2012), Advanced Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2014) and Bachelor of Business (Finance) (Southern Cross University, 2016).
Cameron 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.
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 Wallace Smith a registered financial adviser?
Yes. Cameron Wallace Smith is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000464309.
Which licensee does Cameron Wallace Smith work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Cameron Wallace 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. 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."