Jason Richie Smith
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001237623
- Location
- Melbourne VIC 3000
- Licensee
- Think Independent Pty Limited (AFSL 480493)
- Authorised since
- 1 December 2015
- First provided advice
- 1998
- Qualifications
- Bachelor of Business (Accounting), Deakin University (1992); CPA Program, CPA Australia (1997); Graduate Diploma in Financial Planning, Securities Institute (2000); Graduate Diploma of Applied Finance & Investment, Securities Institute (2003); Ethics and Professionalism, Kaplan (2019)
- Memberships
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Jason Richie Smith
Jason Richie Smith is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001237623.
The licensee Jason advises under is Think Independent Pty Limited (AFS licence 480493). That authorisation dates from 1 December 2015.
According to the register, Jason first provided financial advice in 1998. Qualifications and training on file include Bachelor of Business (Accounting) (Deakin University, 1992), CPA Program (CPA Australia, 1997) and Graduate Diploma in Financial Planning (Securities Institute, 2000). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Jason is authorised to advise 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.
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Questions people ask
Is Jason Richie Smith a registered financial adviser?
Yes. Jason Richie Smith is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001237623.
Which licensee does Jason Richie Smith work under?
Think Independent Pty Limited, Australian financial services licence 480493.
What can Jason Richie 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.