Financial Adviser
· NEWCASTLE, NSW
Craig Robert Orbell
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000309241
Craig Robert Orbell is a financial adviser based in Newcastle, New South Wales, with 19 years of experience in the financial services industry. Craig is currently authorised under Paragem Pty 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 Bachelor of Business (Finance) from University of Technology Sydney.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2000
Certificate IV in Business Studies
University of Technology Sydney
2001
Diploma of Business Studies
University of Technology Sydney
2004
Bachelor of Business (Finance)
University of Technology Sydney
2011
Accredited Derivatives Adviser Level Two
Kaplan Professional
2016
TASA and the TPB Code of Professional Conduct
Kaplan Professional
2017
Self-Managed Superannuation Funds
Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education