Financial Adviser · SUTHERLAND, NSW

Craig Barnes

15 Years experience
Tax advice
authorised
ASIC Registered · ADV 000398567

Craig Barnes is a financial adviser based in Sutherland, New South Wales, with 15 years of experience in the financial services industry. Craig is currently authorised under Spark Advisors Australia 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). Their qualifications include a Bachelor of Business from Monash 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 Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2002
Bachelor of Business
Monash University
2005
Graduate Diploma of Applied Finance and Investment
Securities Institute of Australia
2014
Self Managed Superannuation Funds
Kaplan Professional Education
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
Accredited Listed Product Adviser (ALPA)
Kaplan Professional

Registration History

Jan 2025 - Present Current
May 2023 - Nov 2024 Ceased
Dec 2015 - Apr 2021 Ceased
Dec 2015 - Aug 2020 Ceased
Dec 2015 - Nov 2024 Ceased
Jul 2013 - Dec 2015 Ceased
Excluding Self Managed Superannuation Funds
L1-PLAN PTY LTD
Jul 2011 - Jan 2013 Ceased
M1-PLAN PTY LTD
Jul 2011 - Jun 2013 Ceased
Feb 2011 - Jul 2011 Ceased

Source: ASIC Financial Advisers Register