Financial Adviser
· SYDNEY, NSW
Craig Ross Shainfeld
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000332304
Craig Ross Shainfeld 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 Count Financial Limited. 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 Graduate Diploma of Financial Planning from Kaplan Higher Education.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Services (Financial Planning)
Kings International College
2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education
2024
Introduction to SMSFs
Accurium Education
Registration History
AFFINIA FINANCIAL ADVISERS PTY LTD
Not Authorised in SMSF
A.C.N. 133 593 012 PTY LTD
Excludes SMSF
Source: ASIC Financial Advisers Register