Robert John Smith-Saarinen
Financial Adviser in Deakin, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000254386
- Location
- Deakin ACT 2600
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 30 January 2009
- First provided advice
- 1992
- Qualifications
- Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2004); Certificate IV Financial Services (Finance/Mortgage Broking), Mortgage & Finance Association of Australia (MFAA) (2009); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Robert John Smith-Saarinen
Robert John Smith-Saarinen is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Deakin, Australian Capital Territory (adviser number 000254386).
Advice is given under the Australian financial services licence of Akumin Financial Planning Pty Limited, licence number 232706. The current authorisation started on 30 January 2009.
The register records 1992 as the year Robert first provided financial advice. Qualifications and training on file include Self Managed Superannuation Funds (Kaplan Higher Education Pty Limited, 2004), Certificate IV Financial Services (Finance/Mortgage Broking) (Mortgage & Finance Association of Australia (MFAA), 2009) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education Pty Limited, 2020).
Robert is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Robert John Smith-Saarinen a registered financial adviser?
Yes. Robert John Smith-Saarinen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000254386.
Which licensee does Robert John Smith-Saarinen work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Robert John Smith-Saarinen 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."