David Keith Smith
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000426313
- Location
- Melbourne VIC 3008
- Licensee
- Wealth Today Pty Ltd (AFSL 340289)
- Authorised since
- 19 March 2021
- First provided advice
- 2012
- Qualifications
- Diploma of Financial Services (Financial Planning), Mentor Education (2007); Certificate IV Financial Services (Finance/Mortgage Broking), International Institute of Technology Pty Ltd (IIT) (2011); Diploma of Financial Services (Finance/Mortgage Broking Management), International Institute of Technology Pty Ltd (IIT) (2011); Advanced Diploma of Financial Services (Financial Planning), International Institute of Technology Pty Ltd (IIT) (2012); FChFP, Association of Financial Advisers (2020); Graduate Diploma in Financial Planning, University of New England (2021)
- Memberships
- FChFP - Fellow Chartered Financial Practitioner; Fellow of Finsia; 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
- Restriction
- Authorisation does not include Self-Managed Superannuation Fund advice.
- Tax (financial) advice
- Yes
- Register status
- Current
About David Keith Smith
David Keith Smith is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000426313).
The licensee David advises under is Wealth Today Pty Ltd (AFS licence 340289). That authorisation dates from 19 March 2021.
The register records 2012 as the year David first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Mentor Education, 2007), Certificate IV Financial Services (Finance/Mortgage Broking) (International Institute of Technology Pty Ltd (IIT), 2011) and Diploma of Financial Services (Finance/Mortgage Broking Management) (International Institute of Technology Pty Ltd (IIT), 2011). David is recorded as a member of FChFP – Fellow Chartered Financial Practitioner, Fellow of Finsia and Financial Advice Association of Australia (FAAA).
David is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Authorisation does not include Self-Managed Superannuation Fund advice.”
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Questions people ask
Is David Keith Smith a registered financial adviser?
Yes. David Keith Smith is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000426313.
Which licensee does David Keith Smith work under?
Wealth Today Pty Ltd, Australian financial services licence 340289.
What can David Keith 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. It also records this restriction: "Authorisation does not include Self-Managed Superannuation Fund advice."