Financial Adviser · PENRITH, NSW

Craig Small

19 Years experience
Tax advice
authorised
ASIC Registered · ADV 000309373

Craig Small is a financial adviser based in Penrith, New South Wales, with 19 years of experience in the financial services industry. Craig is currently authorised under Integrity Wealth Solutions Pty Ltd. Craig holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Craig holds a Advanced Diploma of Financial Services from KAPLAN. Craig is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities

Authorised to provide tax financial advice services

Qualifications and Training

2005
Advanced Diploma of Financial Services
KAPLAN

Registration History

Nov 2021 - Present Current
Jun 2012 - Nov 2021 Ceased
SECURITOR FINANCIAL GROUP PTY LIMITED
Apr 2007 - May 2012 Ceased

Source: ASIC Financial Advisers Register