Financial Adviser · SYDNEY, NSW

Craig Matthews

24 Years experience
ASIC Registered · ADV 000240420

Craig Matthews is a financial adviser based in Sydney, New South Wales, with 24 years of experience in the financial services industry. Craig is currently authorised under Private Wealth Partners Group Pty Limited. Craig holds authorisations to advise on life insurance and life insurance investments. Craig holds a Diploma Financial Services (Financial Planning) from Kaplan Australia.

Authorised to Advise On

Life Insurance Life Insurance Investments

Qualifications and Training

2006
Diploma Financial Services (Financial Planning)
Kaplan Australia

Registration History

Jul 2025 - Present Current
Feb 2023 - Jun 2025 Ceased
Not SMSF
Jun 2022 - Feb 2023 Ceased
Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.
Jul 2020 - May 2022 Ceased
APOGEE FINANCIAL PLANNING PTY LTD
Aug 2007 - Jul 2020 Ceased

Source: ASIC Financial Advisers Register