About Simon Smith
Simon
Smith is an Authorised Representative
of Guardianfp Ltd trading as Guardian Financial Planning
ABN 40 003 677 334 Australian
Financial Services Licence No 237641.
Simon Smith is the trustee
for the Wealthtrak Unit Trust [ABN 39302769667]
Wealthtrak Financial
Solutions is the trading name for Wealthtrak Unit
Trust. (est.1995).
Simon
Smith (Dip FS)
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Simon Smith is Wealthtrak's
financial adviser. Simon has 20 years
experience in the financial services
industry. Please see Simon's adviser
profile.
Simon has a Diploma of Financial
Services.
According to industry standards
and as a requirement of Simon's licence
with Guardianfp Ltd, he must complete
Professional Development training on a
regular basis throughout the
year.
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With
access to all the life insurance companies in Australia we are
confident of finding the best solution for your
situation and needs. Some of the products we use are term
insurance, total and peramanent disability insurance [TPD],
Trauma or Critical Illness insurance, income protection
insurance, business expense insurance, risk under
superannuation.
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