Financial Adviser · BRISBANE CITY, QLD

Craig Travis Uys

14 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 000425651

Craig Travis Uys is a financial adviser based in Brisbane City, Queensland, with 14 years of experience in the financial services industry. Craig is currently authorised under Actuate Alliance Services 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 Bachelor of Commerce (Finance & Economics) from University of Southern Queensland. Craig is a member of Financial Planner AFP (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products

Restrictions: Not authorised to provide SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

2010

Bachelor of Commerce (Finance & Economics)

University of Southern Queensland

2012

Diploma of Financial Services (Financial Planning)

International Institute of Technology Pty Ltd (IIT)

2022

FPE016 Self Managed Superannuation Funds

Kaplan Education Pty Ltd

2022

Graduate Diploma of Financial Planning

Kaplan Education Pty Ltd

Registration History

Actuate Alliance Services Pty Ltd

Feb 2023 - Present Current

Not authorised to provide SMSF advice.

Akumin Financial Planning Pty Limited

Dec 2020 - Nov 2022 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Akumin Financial Planning Pty Limited

Feb 2013 - Aug 2019 Ceased

Authorised in MDA services, which is restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Morgans Financial Limited

Aug 2012 - Oct 2012 Ceased

Source: ASIC Financial Advisers Register