Scott Jarrod Smith
Financial Adviser in Balcatta, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000300875
- Location
- Balcatta WA 6021
- Licensee
- Wealth Partners WA Pty Ltd (AFSL 508773)
- Authorised since
- 2 October 2018
- First provided advice
- 2006
- Qualifications
- Diploma of Financial Services (Financial Planning), Tribeca Learning (2006); Margin Lending and Geared Investments, Kaplan Professional Education (2010); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional Education (2012); Self Managed Superannuation Fund Adviser (Personal Advice), Mentor Education (2016); Fellow Chartered Financial Practitioner (FChFP), Kaplan / AFA (2018)
- 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, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Scott Jarrod Smith
Scott Jarrod Smith is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Balcatta, Western Australia (adviser number 000300875).
Scott provides advice as an authorised representative of Wealth Partners WA Pty Ltd, which holds Australian financial services licence 508773. The current authorisation started on 2 October 2018.
The register records 2006 as the year Scott first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Tribeca Learning, 2006), Margin Lending and Geared Investments (Kaplan Professional Education, 2010) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional Education, 2012). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Scott 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 Scott Jarrod Smith a registered financial adviser?
Yes. Scott Jarrod Smith is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000300875.
Which licensee does Scott Jarrod Smith work under?
Wealth Partners WA Pty Ltd, Australian financial services licence 508773.
What can Scott Jarrod 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.