Data sourced from ASIC Financial Advisers Register
Financial Adviser · MELBOURNE, VIC

Andrew John Smith

MELBOURNE, VIC
28 Years experience
Tax advice
authorised
ASIC Registered · ADV 001005884
Currently at
Ord Minnett Limited
Sydney, NSW (firm address)
View firm profile

About Andrew John Smith

Andrew John Smith is a financial adviser based in Melbourne, Victoria, with 28 years of experience in the financial services industry since 1998. Andrew is currently authorised under Ord Minnett Limited, operating through Ord Minnett. Andrew holds authorisations to advise on superannuation, managed investments, securities and foreign exchange, as well as tax financial advice services (TFAS). Andrew's qualifications include a CERTIFIED FINANCIAL PLANNER from FINANCIAL PLANNING ASSOCIATION. Andrew is a member of Financial Advice Association of Australia (FAAA) and Stockbrokers and Investment Advisers Association (SIAA).

Authorised to Advise On

Tax Financial Advice Superannuation Managed Investments Securities Foreign Exchange Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1995
Graduate Diploma of Applied Finance and Investment
Securities Institute Education
1999
Diploma of Financial Planning
Financial Planning Association
2001
CERTIFIED FINANCIAL PLANNER
FINANCIAL PLANNING ASSOCIATION
2011
MARGIN LENDING ACCREDITATION PROGRAM
DEAKIN PRIME
2017
Tax (Financial) Adviser
TAX PRACTITIONERS BOARD

Registration History

Ord Minnett Limited
Mar 2022 - Present Current
E.L. & C. BAILLIEU PTY LIMITED
Nov 2012 - Jun 2022 Ceased
F. W. HOLST & CO. PTY. LIMITED
Jan 2002 - Nov 2012 Ceased

Source: ASIC Financial Advisers Register