Michael Smith
Financial Adviser in Fortitude Valley, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005283
- Location
- Fortitude Valley QLD 4006
- Licensee
- Macquarie Bank Limited (AFSL 237502); Macquarie Equities Limited (AFSL 237504)
- Authorised since
- 21 November 2019
- First provided advice
- 2012
- Qualifications
- Bachelor of Business/Bachelor of Laws (Majoring in International Business), Queensland University of Technology (2007); Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2012); 928S Margin Lending, Kaplan Higher Education Pty Limited (2013); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2013)
- 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, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Michael Smith
On the Financial Advisers Register kept by ASIC, Michael Smith appears as a current financial adviser in Fortitude Valley, Queensland, adviser number 001005283.
Michael provides advice as an authorised representative of Macquarie Bank Limited, which holds Australian financial services licence 237502. The register also lists Macquarie Equities Limited (licence 237504). That authorisation dates from 21 November 2019.
According to the register, Michael first provided financial advice in 2012. The qualifications listed for Michael include Bachelor of Business/Bachelor of Laws (Majoring in International Business) (Queensland University of Technology, 2007), Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2012) and 928S Margin Lending (Kaplan Higher Education Pty Limited, 2013). Michael is recorded as a member of Financial Advice Association of Australia (FAAA).
Michael 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 Michael Smith a registered financial adviser?
Yes. Michael Smith is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005283.
Which licensee does Michael Smith work under?
Macquarie Bank Limited, Australian financial services licence 237502 and Macquarie Equities Limited, Australian financial services licence 237504.
What can Michael 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; standard margin lending; derivatives.