Financial Planner Profile

Name: Douglas Smith

Qualifications:

Douglas Smith holds a Bachelor of Economics from the University of Western Australia with a Minor in Business Law through the UWA Law School. Douglas also holds an Advanced Diploma of Financial Services (Financial Planning) completed through FINSIA.

Douglas was previously employed with a tax accounting and several boutique financial planning firms before establishing Active Financial Services then Defined Financial Advantage. Douglas Smith is an Authorised Representative of Charter Financial Planning and is qualified to give advice on Superannuation, Retirement Planning, Personal Insurance, and Investments including Gearing.

Douglas enjoys ocean swimming, golf, and travelling, relaxing and international cuisine.

Financial Planning Services:

  • Life insurance
  • Income protection
  • Superannuation
  • Investment

  

  • Direct Shares & Managed Funds
  • Tax minimisation strategies
  • Retirement Planning
  • Income Strategies