Justin Michael Smith
Financial Adviser in Broadbeach, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000423862
- Location
- Broadbeach QLD 4218
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 6 November 2014
- First provided advice
- 1989
- Qualifications
- Diploma of Financial Services (Financial Planning), GWM Adviser Services Ltd (2008); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2014); Margin Lending, Financial Education Professionals (2014); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2017); Certificate IV in Finance and Mortgage Broking, Kaplan Higher Education Pty Limited (2017)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Justin Michael Smith
Justin Michael Smith is a financial adviser in Broadbeach, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000423862.
Justin provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. The current authorisation started on 6 November 2014.
According to the register, Justin first provided financial advice in 1989. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (GWM Adviser Services Ltd, 2008), Advanced Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2014) and Margin Lending (Financial Education Professionals, 2014).
Justin is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Justin Michael Smith a registered financial adviser?
Yes. Justin Michael Smith is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000423862.
Which licensee does Justin Michael Smith work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Justin Michael 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."