Financial Adviser
· SYDNEY, NSW
Craig John Wilford
No disciplinary history on record with ASIC
35
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000246208
Craig John Wilford is a financial adviser based in Sydney, New South Wales, with 35 years of experience in the financial services industry. Craig is currently authorised under Nexia Sydney Financial 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). Their qualifications include a Certified Financial Planner from FPA. Craig is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and 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
1991
Bachelor of Business
USQ
1991
Certified Financial Planner
FPA
1992
Diploma of Financial Planning
Deakin University
1999
Masters of Taxation
Sydney University
2021
MA1769 Ethics for Financial Services (Intensive)
Ethics - Deakin Business School