Kevin Grant Smith
Financial Adviser in Brendale, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003509
- Location
- Brendale QLD 4500
- Licensee
- Infocus Securities Australia Pty Ltd (AFSL 236523)
- Authorised since
- 9 June 2022
- First provided advice
- 2013
- Qualifications
- Bachelor of Commerce (Management and Economics, University of Kwazulu Natal, South Africa (2006); Diploma of Financial Planning, Monarch Institute (2012); Margin Lending, Pinnacle Financial Services Academy (2013); Advanced Diploma of Financial Planning, Monarch Institute (2016); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2019); Self Managed Superannuation Funds, Kaplan Professional (2021)
- Memberships
- 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
- Restriction
- Securities excludes direct equities advice
- Tax (financial) advice
- Yes
- Register status
- Current
About Kevin Grant Smith
Kevin Grant Smith is a financial adviser in Brendale, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001003509.
The licensee Kevin advises under is Infocus Securities Australia Pty Ltd (AFS licence 236523). The current authorisation started on 9 June 2022.
According to the register, Kevin first provided financial advice in 2013. The qualifications listed for Kevin include Bachelor of Commerce (Management and Economics (University of Kwazulu Natal, South Africa, 2006), Diploma of Financial Planning (Monarch Institute, 2012) and Margin Lending (Pinnacle Financial Services Academy, 2013). Kevin is recorded as a member of Financial Advice Association of Australia (FAAA).
Kevin is authorised to advise 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.
The register adds a condition to this authorisation: “Securities excludes direct equities advice.”
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Questions people ask
Is Kevin Grant Smith a registered financial adviser?
Yes. Kevin Grant Smith is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003509.
Which licensee does Kevin Grant Smith work under?
Infocus Securities Australia Pty Ltd, Australian financial services licence 236523.
What can Kevin Grant 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. It also records this restriction: "Securities excludes direct equities advice."