Josephine Grace Smith
Financial Adviser in East Maitland, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000264465
- Location
- East Maitland NSW 2323
- Licensee
- Avalonfs Pty Ltd (AFSL 437518)
- Authorised since
- 30 April 2026
- First provided advice
- 1998
- Qualifications
- Bachelor of Business Accounting, University of Technology, Sydney (1987); Bachelor of Business – Accounting, University of Technology, Sydney (1987); Bachelor of Business, University of Technology, Sydney (1988); Professional Year Program, Chartered Accountants Australia and New Zealand (CA) (1990); Diploma of Superannuation Management, The Association of Superannuation Funds of Australia (1997); Diploma of Financial Planning, Financial Planning Association of Australia/Deakin University (2000); Certified Financial Planner, Financial Planning Association of Australia (2001); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2025); SuperConcepts Specialist SMSF Course, The University of Adelaide (2025)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); 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 Josephine Grace Smith
Josephine Grace Smith is a financial adviser in East Maitland, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000264465.
Josephine provides advice as an authorised representative of Avalonfs Pty Ltd, which holds Australian financial services licence 437518. That authorisation dates from 30 April 2026.
According to the register, Josephine first provided financial advice in 1998. The qualifications listed for Josephine include Bachelor of Business Accounting (University of Technology, Sydney, 1987), Bachelor of Business – Accounting (University of Technology, Sydney, 1987) and Bachelor of Business (University of Technology, Sydney, 1988). Josephine is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
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 Josephine Grace Smith a registered financial adviser?
Yes. Josephine Grace Smith is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000264465.
Which licensee does Josephine Grace Smith work under?
Avalonfs Pty Ltd, Australian financial services licence 437518.
What can Josephine Grace 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.