Vanessa Smith
Financial Adviser in Pymble, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000464556
- Location
- Pymble NSW 2073
- Licensee
- Bluewater Financial Advisors Pty Ltd (AFSL 411846)
- Authorised since
- 23 December 2022
- First provided advice
- 2014
- Qualifications
- Bachelor of Business, Australian Catholic University (2006); Diploma of Financial Services, Carlyle Institute (2008); Institute of Chartered Accountants, Institute of Chartered Accountants (2008); Tax (Financial) Adviser, Tax Practitioners Board (2017); Economic and Legal Context for Financial Planning, Kaplan (2024); Ethics and Professionalism in Financial Advice, Kaplan (2024)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- 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 Vanessa Smith
On the Financial Advisers Register kept by ASIC, Vanessa Smith appears as a current financial adviser in Pymble, New South Wales, adviser number 000464556.
Advice is given under the Australian financial services licence of Bluewater Financial Advisors Pty Ltd, licence number 411846. The current authorisation started on 23 December 2022.
The register records 2014 as the year Vanessa first provided financial advice. The qualifications listed for Vanessa include Bachelor of Business (Australian Catholic University, 2006), Diploma of Financial Services (Carlyle Institute, 2008) and Institute of Chartered Accountants (Institute of Chartered Accountants, 2008). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ).
Vanessa 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 Vanessa Smith a registered financial adviser?
Yes. Vanessa Smith is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000464556.
Which licensee does Vanessa Smith work under?
Bluewater Financial Advisors Pty Ltd, Australian financial services licence 411846.
What can Vanessa 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.