Data sourced from ASIC Financial Advisers Register
Financial Adviser · ST LEONARDS, NSW

Craig Ernest Banning

35 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000248430

Craig Ernest Banning is a financial adviser based in St Leonards, New South Wales, with 35 years of experience in the financial services industry. Craig is currently authorised under Akumin Financial Planning 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 Master of Financial Planning from Griffith University. 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 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

2000
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2004
Self Managed Superannuation Funds
Tribeca
2005
SMSF Specialist Advisor Program
SMSF Association
2018
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2020
Graduate Certificate in Financial Planning
Griffith University
2021
Master of Financial Planning
Griffith University

Registration History

Akumin Financial Planning Pty Limited
Jan 2004 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register