Jason William Smith
Financial Adviser in Hyde Park, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001269609
- Location
- Hyde Park QLD 4812
- Licensee
- HNW Planning Pty Ltd (AFSL 225216)
- Authorised since
- 22 November 2018
- First provided advice
- 2018
- Qualifications
- Bachelor of Commerce, James Cook University (2004); Diploma of Finance and Mortgage Broking Management, AAMC Training Group (2012); Diploma of Financial Planning, Kaplan Professional (2017); Advanced Financial Planning, Kaplan Professional (2018); Commercial Law, Kaplan Professional (2018); Margin Lending, Kaplan Professional (2019); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- 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 William Smith
On the Financial Advisers Register kept by ASIC, Jason William Smith appears as a current financial adviser in Hyde Park, Queensland, adviser number 001269609.
Jason provides advice as an authorised representative of HNW Planning Pty Ltd, which holds Australian financial services licence 225216. That authorisation dates from 22 November 2018.
According to the register, Jason first provided financial advice in 2018. The qualifications listed for Jason include Bachelor of Commerce (James Cook University, 2004), Diploma of Finance and Mortgage Broking Management (AAMC Training Group, 2012) and Diploma of Financial Planning (Kaplan Professional, 2017).
The authorisation covers advice 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 William Smith a registered financial adviser?
Yes. Jason William Smith is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001269609.
Which licensee does Jason William Smith work under?
HNW Planning Pty Ltd, Australian financial services licence 225216.
What can Jason William 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.