Josephine Smith
Financial Adviser in Brisbane, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001237973
- Location
- Brisbane QLD 4000
- Licensee
- LGT Wealth Management Limited (AFSL 231127)
- Authorised since
- 29 May 2025
- First provided advice
- 2015
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan (2008); Bachelor of Commerce (Business Law), Curtin University of Technology (2014); Economic and Legal Context for Financial Planning, Kaplan Professional (2020); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); Financial Planning, Kaplan (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, foreign exchange contracts
- Tax (financial) advice
- Yes
- Register status
- Current
About Josephine Smith
On the Financial Advisers Register kept by ASIC, Josephine Smith appears as a current financial adviser in Brisbane, Queensland, adviser number 001237973.
The licensee Josephine advises under is LGT Wealth Management Limited (AFS licence 231127). That authorisation dates from 29 May 2025.
The register records 2015 as the year Josephine first provided financial advice. The qualifications listed for Josephine include Diploma of Financial Services (Financial Planning) (Kaplan, 2008), Bachelor of Commerce (Business Law) (Curtin University of Technology, 2014) and Economic and Legal Context for Financial Planning (Kaplan Professional, 2020). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and foreign exchange contracts. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Josephine Smith a registered financial adviser?
Yes. Josephine Smith is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001237973.
Which licensee does Josephine Smith work under?
LGT Wealth Management Limited, Australian financial services licence 231127.
What can Josephine Smith give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; foreign exchange contracts.