Malcolm Smith
Financial Adviser in Warrnambool, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004816
- Location
- Warrnambool VIC 3280
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 2 July 2019
- First provided advice
- 2005
- Qualifications
- Bachelor of Commerce majoring in Accounting and Financial Planning, Deakin University (2005); Certified Financial Planner, Financial Planning Association of Australia (2008); Self Managed Superannuation Funds, Kaplan Professional (2015); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Malcolm Smith
On the Financial Advisers Register kept by ASIC, Malcolm Smith appears as a current financial adviser in Warrnambool, Victoria, adviser number 001004816.
Advice is given under the Australian financial services licence of Lifespan Financial Planning Pty Ltd, licence number 229892. That authorisation dates from 2 July 2019.
The register records 2005 as the year Malcolm first provided financial advice. The qualifications listed for Malcolm include Bachelor of Commerce majoring in Accounting and Financial Planning (Deakin University, 2005), Certified Financial Planner (Financial Planning Association of Australia, 2008) and Self Managed Superannuation Funds (Kaplan Professional, 2015). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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.
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Questions people ask
Is Malcolm Smith a registered financial adviser?
Yes. Malcolm Smith is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004816.
Which licensee does Malcolm Smith work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Malcolm 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.