JASON RICHIE SMITH

Licensee: THINK INDEPENDENT PTY LIMITED

JASON RICHIE SMITH (Adviser# 001237623) 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 December 1, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name JASON RICHIE SMITH
Adviser Number 001237623
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1998
Financial Service (AFS) Licence Licence# 000480493
THINK INDEPENDENT PTY LIMITED
Adviser Start Date 2015-12-01
Appointing Representative Name THINK INDEPENDENT PTY LIMITED
Appointing Representative Number 000480493
Memberships Financial Planning Association of Australia (FPA)
Financial Services Institute of Australasia (Finsia)

Authorisations to provide financial product advice

  • JASON RICHIE SMITH
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business (Accounting) Deakin University
CPA Program CPA Australia
Graduate Diploma in Financial Planning Securities Institute
Graduate Diploma of Applied Finance & Investment Securities Institute

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000480493 THINK INDEPENDENT PTY LIMITED 2015-12-01 - THINK INDEPENDENT PTY LIMITED
000230690 GODFREY PEMBROKE LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED
2012-07-02 - 2014-12-31 JASON RICHIE SMITH
000230692 GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED
2007-07-04 - 2012-07-02 JASON RICHIE SMITH
000230690 GODFREY PEMBROKE LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED
2003-12-01 - 2007-07-04 JASON RICHIE SMITH

Licensee Information

Licence Name THINK INDEPENDENT PTY LIMITED
Licence Number 000480493

Competitor

Search similar business entities

Improve Information

Please comment or provide details below to improve the information on .

Dataset Information

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.