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- Financial Advisers Australia (FAA)
- Josephine Grace Smith
Josephine Grace Smith
- Name
- Josephine Grace Smith
- ID
- 264465
- ABN
- –
- First Provided Advice
- 1998
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1987 - Bachelor of Business Accounting - - University of Technology, Sydney
- 1987 - Bachelor of Business – Accounting - - University of Technology, Sydney
- 1988 - Bachelor of Business - Accounting - Bachelor Degree (AQF 7) - University of Technology, Sydney
- 1990 - Professional Year Program - Professional Designations - Chartered Accountants Australia and New Zealand (CA)
- 1997 - Diploma of Superannuation Management - Diploma (AQF 5) - The Association of Superannuation Funds of Australia
- 2000 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia/Deakin University
- 2001 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
- 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
- 2025 - SuperConcepts Specialist SMSF Course - Other - The University of Adelaide
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Chartered Accountants Australia and New Zealand (CA ANZ)
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Ceased
- Licence Holder
- Interprac Financial Planning Pty Ltd (#246638)
- Commenced
- April 6, 2024
- Ceased
- April 30, 2026
- Status
- Current
- Licence Holder
- Avalonfs Pty ltd (#437518)
- Commenced
- April 30, 2026
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Aps Melb Pty Ltd (#225982)
- Commenced
- Aug. 2, 2011
- Ceased
- July 13, 2012
- Status
- Ceased
- Licence Holder
- Arc Financial Solutions Pty Ltd (#319288)
- Commenced
- Feb. 11, 2010
- Ceased
- Aug. 1, 2011
- Status
- Ceased
- Licence Holder
- Kingston Financial Pty Limited (#297330)
- Commenced
- July 14, 2012
- Ceased
- April 5, 2024