Philip Toby Smith
Financial Adviser in Newcastle, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000252870
- Location
- Newcastle NSW 2300
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 23 January 2020
- First provided advice
- 2004
- Qualifications
- Bachelor of Commerce, University of Newcastle (2002); 8 Unit Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2004); Margin Lending and Geared Investments, Kaplan Professional (2011); Self Managed Superannuation Funds, Kaplan Professional (2016); Accredited Listed Product Adviser Program, Kaplan Professional (2021); Graduate Diploma of Financial Planning, Kaplan Higher Education (2021)
- Memberships
- Financial Advice Association of Australia (FAAA); Million Dollar Round Table (MDRT)
- 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 Philip Toby Smith
Philip Toby Smith is a financial adviser in Newcastle, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000252870.
Philip provides advice as an authorised representative of Count Financial Limited, which holds Australian financial services licence 227232. The current authorisation started on 23 January 2020.
The register records 2004 as the year Philip first provided financial advice. The qualifications listed for Philip include Bachelor of Commerce (University of Newcastle, 2002), 8 Unit Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2004) and Margin Lending and Geared Investments (Kaplan Professional, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Million Dollar Round Table (MDRT).
Philip 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 Philip Toby Smith a registered financial adviser?
Yes. Philip Toby Smith is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000252870.
Which licensee does Philip Toby Smith work under?
Count Financial Limited, Australian financial services licence 227232.
What can Philip Toby 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.