Financial Adviser · TAMWORTH, NSW

Craig Benham

26 Years experience
Tax advice
authorised
ASIC Registered · ADV 000307492

Craig Benham is a financial adviser based in Tamworth, New South Wales, with 26 years of experience in the financial services industry. Craig is currently authorised under Minchin Moore Private 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 from Financial Advice Association of Australia Limited. Craig is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

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 Arts (Economics), Graduate Diploma in Business Studies
University of New England
1994
Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)
Kaplan Higher Education Pty Limited
1996
Diploma of Financial Planning
RMIT University
2000
Certified Financial Planner
Financial Advice Association of Australia Limited
2009
SMSF Specialist Advisor
SMSF Association Ltd
2021
GSZ458 Ethics and Professional Relationships
Ethics - Queensland University of Technology
2022
TASACLv3 Commercial Law
Kaplan Education Pty Ltd (T/A Kaplan Professional)
2022
TFAv1 Tax for Financial Advising
Kaplan Education Pty Ltd (T/A Kaplan Professional)

Registration History

Jul 2023 - Present Current
Jan 2023 - Jul 2023 Ceased
Nov 2006 - Jul 2021 Ceased

Source: ASIC Financial Advisers Register