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  3. Leigh Smith

Leigh Smith

Name
Leigh Smith
ID
470946
ABN
–
First Provided Advice
2015
Restrictions
Direct Equities excludes direct equities advice

Qualifications

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

  • 2004 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffith University
  • 2009 - Certified Practicing Accountants - Professional Designations - CPA Australia
  • 2011 - Master of Business - Masters Degree (AQF 9) - University of Southern Queensland
  • 2014 - Cavendish & ICFS Specialist SMSF Course - Other - The University of Adelaide
  • 2014 - Margin Lending Accreditation Program - Other - Stockbrokers Association of Australia (Deakin)

Memberships

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

  • CPA Australia (CPA)

Licencee

Status
Ceased
Licence Holder
Aspiri Financial Services Pty Ltd (#384486)
Commenced
July 5, 2018
Ceased
March 31, 2023
Status
Ceased
Licence Holder
Connectus Afsl Ltd (#300878)
Commenced
Oct. 5, 2023
Ceased
Feb. 9, 2024
Status
Ceased
Licence Holder
Connectus Afsl Ltd (#300878)
Commenced
Nov. 8, 2022
Ceased
Feb. 9, 2024
Status
Current
Licence Holder
Beryllium Advisers Pty ltd (#528250)
Commenced
Feb. 10, 2024

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
Acn 130 288 578 Pty Ltd (#326450)
Commenced
March 8, 2016
Ceased
July 4, 2017
Status
Ceased
Licence Holder
Aspiri Financial Services Pty Ltd (#384486)
Commenced
May 8, 2018
Ceased
July 4, 2018
Status
Ceased
Licence Holder
Gps Wealth Ltd (#254544)
Commenced
Jan. 5, 2015
Ceased
Sept. 18, 2015
Status
Ceased
Licence Holder
Gps Wealth Ltd (#254544)
Commenced
Sept. 21, 2015
Ceased
March 4, 2016
Status
Ceased
Licence Holder
Infocus Securities Australia Pty Ltd (#236523)
Commenced
Sept. 4, 2017
Ceased
March 1, 2018