Financial Adviser
· SYDNEY, NSW
David Curzon Smith
No disciplinary history on record with ASIC
SYDNEY,
NSW
34
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000446
Practice
Sydney, NSW (practice address on ASIC register)
Licensed through Esencia Wealth Partners
About David Curzon Smith
David Curzon Smith is a financial adviser based in Sydney, New South Wales, with 34 years of experience in the financial services industry since 1992. David works at Esencia Wealth, which is licensed through Esencia Wealth Partners. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Certified Financial Planner from Finanical Planning Association of Australia. David is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1988
Bachelor of Arts
The University of New South Wales
1989
Bachelor of Laws
The University of New South Wales
1995
Diploma of Financial Planning
Finanical Planning Association of Australia
1996
Certified Financial Planner
Finanical Planning Association of Australia
Registration History
Source: ASIC Financial Advisers Register