Delta Smith

Financial Adviser

ASIC adviser number:
001266066
Qualifications and training:

2014, SMSF Course, Other, University of Adelaide
2017, Diploma of Financial Planning, Diploma (AQF 5), Monarch Institute
2018, Graduate Certificate in Financial Planning, Graduate Certificate (AQF 8), Griffith University
2021, Master of Financial Planning, Masters Degree (AQF 9), Griffith University
2023, FPE011 Debt Strategies, Other, Kaplan Higher Education Pty Limited
2026, Accredited Aged Care Professional, Other, Aged Care Steps

When adviser first provided advice:
2018
Membership of professional associations:
None
Disciplinary action by ASIC:
None
Location:
Level 1, 240 Pakington St
Geelong West  VIC  3218
AFS licence holder name:
Akumin Financial Planning Pty Limited
AFS licence number:
000232706
Licence controlled by:
Akumin Pty Ltd ~ Entireti Limited ~ Amp Advice Holdings Pty Ltd [Date Ceased: 13/12/2024] ~ Amp Group Holdings Limited [Date Ceased: 13/12/2024] ~ Amp Limited [Date Ceased: 13/12/2024] ~ Amp Holdings Pty Limited [Date Ceased: 06/10/2023] ~ Amp Wealth Management Holdings Pty Ltd [Date Ceased: 06/10/2023] ~ National Mutual Funds Management (Global) Pty Limited [Date Ceased: 06/10/2023]
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».