Courtneay Smith
Financial Adviser in Bundall, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000260807
- Location
- Bundall QLD 4217
- Licensee
- Australian Advice Network Pty Ltd (AFSL 472901)
- Authorised since
- 13 December 2017
- First provided advice
- 2000
- Qualifications
- Bachelor of Business (Accounting), University of the Sunshine Coast (1999); CFPB The Process of Financial Planning (CFP Professional Education Program), Financial Planning Association of Australia Limited (2001); Certified Practicing Accountants Australia Program, CPA Australia Ltd (2001); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020); Accredited Listed Product Adviser Program, Kaplan Professional (2024)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Restriction
- Not authorised to provide advice in Self Managed Superannuation Funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Courtneay Smith
Courtneay Smith is a financial adviser in Bundall, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000260807.
The licensee Courtneay advises under is Australian Advice Network Pty Ltd (AFS licence 472901). The current authorisation started on 13 December 2017.
The register records 2000 as the year Courtneay first provided financial advice. The qualifications listed for Courtneay include Bachelor of Business (Accounting) (University of the Sunshine Coast, 1999), CFPB The Process of Financial Planning (CFP Professional Education Program) (Financial Planning Association of Australia Limited, 2001) and Certified Practicing Accountants Australia Program (CPA Australia Ltd, 2001). Professional memberships recorded: CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Courtneay is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not authorised to provide advice in Self Managed Superannuation Funds.”
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Questions people ask
Is Courtneay Smith a registered financial adviser?
Yes. Courtneay Smith is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000260807.
Which licensee does Courtneay Smith work under?
Australian Advice Network Pty Ltd, Australian financial services licence 472901.
What can Courtneay Smith give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts. It also records this restriction: "Not authorised to provide advice in Self Managed Superannuation Funds."