Martin Smith
Financial Adviser in Albury, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001264060
- Location
- Albury NSW 2640
- Licensee
- Securinvest Financial Planners Pty. Ltd. (AFSL 223280)
- Authorised since
- 14 August 2018
- First provided advice
- 2018
- Qualifications
- Bachelor of Business (Economics and Finance), RMIT (1997); Applied Finance and Investment, FINSA (2004); Certified Investment Management Analyst (CIMA), Investment Management Consultants Association (2006); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- 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 Martin Smith
Martin Smith is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Albury, New South Wales (adviser number 001264060).
Advice is given under the Australian financial services licence of Securinvest Financial Planners Pty. Ltd., licence number 223280. The current authorisation started on 14 August 2018.
The register records 2018 as the year Martin first provided financial advice. The qualifications listed for Martin include Bachelor of Business (Economics and Finance) (RMIT, 1997), Applied Finance and Investment (FINSA, 2004) and Certified Investment Management Analyst (CIMA) (Investment Management Consultants Association, 2006).
Martin 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 Martin Smith a registered financial adviser?
Yes. Martin Smith is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001264060.
Which licensee does Martin Smith work under?
Securinvest Financial Planners Pty. Ltd., Australian financial services licence 223280.
What can Martin 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.