Kurt Smyth
Financial Adviser
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About
Kurt Smyth is an ASIC-registered financial adviser based in Melbourne, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a career spanning over three decades, Kurt holds a Certificate in Financial Markets (Securities Institute of Australia, 1989), a Graduate Diploma of Applied Finance and Investment (Securities Institute of Australia, 1992), PS146 Gap Training (Securities Institute of Australia, 2002), and certification in Margin Lending and Geared Investments (Kaplan, 2010). He is a proud member of the Financial Advice Association of Australia (FAAA) and the Financial Services Institute of Australasia (FINSIA), demonstrating his commitment to upholding the highest professional standards. Kurt is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, securities, Retirement Savings Accounts, and Government Debt Securities. He leverages his extensive experience to create personalized strategies that align with each client's unique circumstances and aspirations. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Kurt's client-centric approach focuses on building long-term relationships based on trust and transparency. He is committed to providing clear, unbiased advice to help you make informed decisions about your financial future. Ready to take control of your financial future? Contact Kurt today for a consultation.
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Frequently Asked Questions
What types of financial advice does Kurt Smyth provide?
Kurt Smyth specialises in superannuation advice, insurance solutions, wealth management strategies and retirement planning. He is authorised to provide advice on a wide range of financial products, including Investment Life Insurance, Life Risk Insurance, securities, Retirement Savings Accounts, and Government Debt Securities.
What are Kurt Smyth's qualifications and professional memberships?
Kurt holds a Certificate in Financial Markets, a Graduate Diploma of Applied Finance and Investment, PS146 Gap Training, and certification in Margin Lending and Geared Investments. He is a member of the Financial Advice Association of Australia (FAAA) and the Financial Services Institute of Australasia (FINSIA).
What can I expect from my initial consultation with Kurt Smyth?
During your initial consultation, Kurt will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then provide you with an overview of how he can help you achieve your objectives, and discuss the next steps.
How does Kurt Smyth tailor financial advice to individual client needs?
Kurt understands that every client is unique. He will conduct a thorough assessment of your financial circumstances, goals, and risk tolerance to develop a personalized strategy that aligns with your specific needs and aspirations.
What is the process for becoming a client of Kurt Smyth?
The first step is to schedule an initial consultation. Following this, if you decide to proceed, Kurt will work with you to develop a financial plan tailored to your needs. He will then assist you with implementing the plan and will provide ongoing support and reviews.
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