NATALLIA SMITH (Adviser# 001001424) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is September 5, 2017.
| Register Name | Financial Advisers |
| Adviser Name | NATALLIA SMITH |
| Adviser Number | 001001424 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2005 |
| Financial Service (AFS) Licence |
Licence# 000499444 TRUWEALTH GROUP PTY LTD |
| Licence Controlled By | Natallia SMITH |
| Adviser Start Date | 2017-09-05 |
| Appointing Representative Name | THE TRUSTEE FOR EWIG INVESTMENTS TRUST |
| Appointing Representative Number | 000407493 |
| Appointing Representative ABN | 20961261605 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services | FINSIA |
| Bachelor of Psychology | Gomel State University |
| Diploma of Finance and Mortgage Broking Management | Kaplan |
| Graduate Certificate of Business | Monsah University |
| Masters of Business (Banking and Finance) | Monash University |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000499444 |
TRUWEALTH GROUP PTY LTD
Licence controlled by: Natallia SMITH |
2017-09-05 - | THE TRUSTEE FOR EWIG INVESTMENTS TRUST |
| 000229613 |
ASSETPLAN FINANCIAL SERVICES PTY LTD
Licence controlled by: TOLAN PTY. LTD. |
2010-09-13 - 2017-09-07 | ASSETPLAN FINANCIAL SERVICES PTY LTD |
| Licence Name | TRUWEALTH GROUP PTY LTD |
| Licence Number | 000499444 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.