Financial Adviser
· SYDNEY, NSW
Craig Mcgowen
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001007873
Craig Mcgowen is a financial adviser based in Sydney, New South Wales, with 11 years of experience in the financial services industry. Craig is currently authorised under Alliance Wealth 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 (CFP) Education Program from FPA Ausrtalia. Craig is a member of Certified Financial Planner (CFP) of FAAA.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Commerce (Marketing, Tourism and Hospitallity Management)
University of NSW
2015
Advanced Diploma of Financial Planning
Kaplan Professional
2015
Diploma of Financial Planning (DFP1-3)
Kaplan Professional
2015
Securities and Managed Investments Course (DFP4)
Kaplan Professional
2017
Self Managed Superannuation Funds Program
Kaplan Professional
2017
Tier 1 Margin Lending
Other - Kaplan Professional
2018
Tier 1 Derivatives
Other - Kaplan Professional
2019
Commercial Law Course (TASACLv2)
Kaplan Professional
2019
Tax for Financial Advising (Short Answer Exam)
Kaplan Professional
2021
Certified Financial Planner (CFP) Education Program
FPA Ausrtalia
2022
Accredited Aged Care Professional Program
Aged Care Steps
2023
Ethics and Professionalism in Financial Advice (FPC002B)
Ethics - Kaplan Higher Education
Registration History
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