Kurt Smith
Financial Adviser in Erina, New South Wales, Australia
Review Kurt Smith
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000438853
- Location
- Erina NSW 2250
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 6 February 2024
- First provided advice
- 2013
- Qualifications
- Diploma of Financial Services (Financial Planning), Mentor Education Group (2011); Advanced Diploma of Financial Planning, Kaplan Education Pty Limited (2015); Self Managed Superannuation Funds, Kaplan Education Pty Limited (2015); Bachelor of Business (Economics), Swinburne University of Technology (2021); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2025)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Kurt Smith
On the Financial Advisers Register kept by ASIC, Kurt Smith appears as a current financial adviser in Erina, New South Wales, adviser number 000438853.
The licensee Kurt advises under is Synchron Advice Pty Ltd (AFS licence 243313). That authorisation dates from 6 February 2024.
According to the register, Kurt first provided financial advice in 2013. The qualifications listed for Kurt include Diploma of Financial Services (Financial Planning) (Mentor Education Group, 2011), Advanced Diploma of Financial Planning (Kaplan Education Pty Limited, 2015) and Self Managed Superannuation Funds (Kaplan Education Pty Limited, 2015).
Kurt 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.
Reviews
Nobody has reviewed Kurt Smith here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Kurt Smith a registered financial adviser?
Yes. Kurt Smith is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000438853.
Which licensee does Kurt Smith work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can Kurt 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.