Financial Adviser
· SYDNEY, NSW
Craig James Mcpherson
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000467332
Craig James Mcpherson is a financial adviser based in Sydney, New South Wales, with 12 years of experience in the financial services industry since 2014. Craig is currently authorised under Ri Advice Group. Craig holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Craig's qualifications include a Advanced Diploma of Financial Planning from FPA.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2003
Foundation DFP
Deakin University
2006
Advanced Diploma of Financial Planning
FPA
2006
Diploma of Financial Planning
Deakin University
2010
Self Managed Super Funds
Kaplan
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register