Joshua Luke Smith
Financial Adviser in Launceston, Tasmania, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001267593
- Location
- Launceston TAS 7250
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 6 August 2024
- First provided advice
- 2018
- Qualifications
- Commercial Transactions BFA141, University of Tasmania (2010); Taxation BFA391, University of Tasmania (2012); Bachelor of Business, University of Tasmania (2013); Diploma of Financial Planning, Kaplan Professional (2016); Advanced Diploma of Financial Planning, Kaplan Professional (2018); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019); Accredited Listed Product Adviser Program, Kaplan Professional (2022)
- 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
- This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)
- Tax (financial) advice
- Yes
- Register status
- Current
About Joshua Luke Smith
Joshua Luke Smith is a financial adviser in Launceston, Tasmania, listed on the Financial Advisers Register kept by ASIC under adviser number 001267593.
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. The current authorisation started on 6 August 2024.
According to the register, Joshua first provided financial advice in 2018. The qualifications listed for Joshua include Commercial Transactions BFA141 (University of Tasmania, 2010), Taxation BFA391 (University of Tasmania, 2012) and Bachelor of Business (University of Tasmania, 2013).
Joshua 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: “This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).”
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Questions people ask
Is Joshua Luke Smith a registered financial adviser?
Yes. Joshua Luke Smith is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001267593.
Which licensee does Joshua Luke Smith work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Joshua Luke 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: "This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)."