Josephine Grace Smith
AVALONFS PTY LTD · East Maitland NSW 2323 · Advising since 1998
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000264465
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- AVALONFS PTY LTD · AFSL 437518Since 30 April 2026
- Principal business address
- East Maitland NSW 2323
- First year providing advice
- 1998
- Can provide tax (financial) advice
- Yes
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTApr 2026 – presentAVALONFS PTY LTD · AFSL 437518
- CEASEDApr 2024 – Apr 2026INTERPRAC FINANCIAL PLANNING PTY LTD · AFSL 246638Through authorised representative BOTTRELL WEALTH PTY LTD (no. 001243427)
- CEASEDJul 2012 – Apr 2024KINGSTON FINANCIAL PTY LIMITED · AFSL 297330
- CEASEDAug 2011 – Jul 2012APS MELB PTY LTD · AFSL 225982
- CEASEDFeb 2010 – Aug 2011ARC FINANCIAL SOLUTIONS PTY LTD · AFSL 319288
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
FPC002B Ethics and Professionalism in Financial Advice
Kaplan Higher Education Pty Limited · 2025 · Bridging Course - Ethics
SuperConcepts Specialist SMSF Course
The University of Adelaide · 2025 · Other
Certified Financial Planner
Financial Planning Association of Australia · 2001 · Professional Designations
Diploma of Financial Planning
Financial Planning Association of Australia/Deakin University · 2000 · Advanced Diploma (AQF 6)
Diploma of Superannuation Management
The Association of Superannuation Funds of Australia · 1997 · Diploma (AQF 5)
Professional Year Program
Chartered Accountants Australia and New Zealand (CA) · 1990 · Professional Designations
Bachelor of Business - Accounting
University of Technology, Sydney · 1988 · Bachelor Degree (AQF 7)
Bachelor of Business Accounting
University of Technology, Sydney · 1987
Bachelor of Business – Accounting
University of Technology, Sydney · 1987
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Josephine Grace Smith claims the profile.
Reviews
Not yet reviewed
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Contacting Josephine Grace Smith
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
AVALONFS PTY LTD · AFSL 437518
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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