Ian Smith

Name
Ian Smith
ID
247709
ABN
First Provided Advice
2000
Restrictions
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
Arrumar Private Pty Ltd (#510700)
Commenced
Jan. 25, 2019
Ceased
Jan. 29, 2021
Status
Ceased
Licence Holder
Private Wealth Partners Group Pty Limited (#484737)
Commenced
Feb. 1, 2021
Ceased
Feb. 2, 2021
Status
Ceased
Licence Holder
Private Wealth Partners Group Pty Limited (#484737)
Commenced
Oct. 1, 2024
Ceased
Oct. 2, 2024
Status
Ceased
Licence Holder
Private Wealth Partners Group Pty Limited (#484737)
Commenced
Oct. 1, 2024
Ceased
June 11, 2026
Status
Ceased
Licence Holder
Private Wealth Partners Group Pty Limited (#484737)
Commenced
Feb. 3, 2021
Ceased
Oct. 2, 2024
Status
Ceased
Licence Holder
Bull & Bear Financial Strategies Pty Ltd (#418872)
Commenced
July 5, 2018
Ceased
Jan. 25, 2019
Status
Ceased
Licence Holder
Dover Financial Advisers Pty Ltd (#307248)
Commenced
July 7, 2017
Ceased
July 4, 2018
Status
Ceased
Licence Holder
Hillross Financial Services Limited (#232705)
Commenced
Sept. 1, 2004
Ceased
Sept. 30, 2016