Data sourced from ASIC Financial Advisers Register
Financial Adviser · DEAKIN WEST, ACT

Craig Anthony Green

30 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000250661

Craig Anthony Green is a financial adviser based in Deakin West, Australian Capital Territory, with 30 years of experience in the financial services industry. Craig is currently authorised under Charter Financial Planning Limited. Craig holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Financial Planning from Deakin University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2004
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2011
Graduate Certificate in Financial Planning
University of the Sunshine Coast
2012
Master of Financial Planning
Deakin University
2015
Margin Lending
Kaplan Higher Education Pty Limited
2015
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2018
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Jun 2012 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
JIGSAW SUPPORT SERVICES PTY LIMITED
Jan 2004 - Jun 2012 Ceased

Source: ASIC Financial Advisers Register