Financial Adviser
· PORT MACQUARIE, NSW
Craig Walter Watson
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000259176
Craig Walter Watson is a financial adviser based in Port Macquarie, New South Wales, with 27 years of experience in the financial services industry. Craig is currently authorised under Morgans Financial 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 Certified Financial Planner Education Program from FPA. 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1993
Bachelor of Business (Finance/Marketing Management)
The University of New England Northern Rivers
2002
Diploma of Financial Planning
FPA
2003
Certified Financial Planner Education Program
FPA
2003
Superannuation
RMIT University
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan