Mark Andrew Smith
Financial Adviser in East Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001283
- Location
- East Perth WA 6004
- Licensee
- Croeso Financial Advice Pty Ltd (AFSL 559109)
- Authorised since
- 20 November 2024
- First provided advice
- 2013
- Qualifications
- Advanced Diploma in Financial Planning, Kaplan Higher Education Pty Ltd (2013); Diploma in Financial Planning, Kaplan Higher Education Pty Ltd (2013); Graduate Certificate in Applied Finance, Kaplan Higher Education Pty Ltd (2018); Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Ltd (2021); Graduate Diploma in Financial Planning, Kaplan Higher Education Pty Ltd (2022); Commercial Law, Kaplan Higher Education Pty Ltd (2024)
- 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 Mark Andrew Smith
Mark Andrew Smith is a financial adviser in East Perth, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001001283.
Advice is given under the Australian financial services licence of Croeso Financial Advice Pty Ltd, licence number 559109. The current authorisation started on 20 November 2024.
The register records 2013 as the year Mark first provided financial advice. Qualifications and training on file include Advanced Diploma in Financial Planning (Kaplan Higher Education Pty Ltd, 2013), Diploma in Financial Planning (Kaplan Higher Education Pty Ltd, 2013) and Graduate Certificate in Applied Finance (Kaplan Higher Education Pty Ltd, 2018).
Mark 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.
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Questions people ask
Is Mark Andrew Smith a registered financial adviser?
Yes. Mark Andrew Smith is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001283.
Which licensee does Mark Andrew Smith work under?
Croeso Financial Advice Pty Ltd, Australian financial services licence 559109.
What can Mark Andrew 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.