Eden Beau Smith
Financial Adviser in South Yarra, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001268807
- Location
- South Yarra VIC 3141
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 31 October 2018
- First provided advice
- 2018
- Qualifications
- Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2018); Graduate Diploma of Financial Planning, Deakin University (2022); Master of Financial Planning, Deakin University (2023); SMSF Specialist Advisor Program, SMSF Association (2026)
- 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
- 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 Eden Beau Smith
On the Financial Advisers Register kept by ASIC, Eden Beau Smith appears as a current financial adviser in South Yarra, Victoria, adviser number 001268807.
Advice is given under the Australian financial services licence of Charter Financial Planning Limited, licence number 234665. The current authorisation started on 31 October 2018.
The register records 2018 as the year Eden first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2018), Graduate Diploma of Financial Planning (Deakin University, 2022) and Master of Financial Planning (Deakin University, 2023).
Eden 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.
A further restriction is recorded on the register: “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 Eden Beau Smith a registered financial adviser?
Yes. Eden Beau Smith is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001268807.
Which licensee does Eden Beau Smith work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Eden Beau 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: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."