Financial Adviser · FORTITUDE VALLEY, QLD

Craig Patrick Roberts

4 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 001296339

Craig Patrick Roberts is a financial adviser based in Fortitude Valley, Queensland, with 4 years of experience in the financial services industry. Craig is currently authorised under Ep Financial 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 Certified Financial Planner from Financial Advice Association Australia (FAAA). 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

Restrictions: MDA Services (Advice and Arrange only)Life and Risk Products (class of product only)

Authorised to provide tax financial advice services

Qualifications and Training

2009

Bachelor of Business

2022

Master of Financial Planning

Kaplan Higher Education Pty Ltd

2024

Certified Financial Planner

Financial Advice Association Australia (FAAA)

2024

SMSF Specialist Advisor

Self Managed Fund Association

Registration History

Ep Financial Services Pty Ltd

Apr 2022 - Present Current

MDA Services (Advice and Arrange only)Life and Risk Products (class of product only)

Source: ASIC Financial Advisers Register