Data sourced from ASIC Financial Advisers Register
Financial Adviser · GLADSTONE, QLD

Craig Cavanagh

8 Years experience
Tax advice
authorised
Currently at
Capstone Financial Planning Pty Ltd
Melbourne, VIC
View firm profile
ASIC Registered · ADV 001270039

Craig Cavanagh is a financial adviser based in Gladstone, Queensland, with 8 years of experience in the financial services industry. Craig is currently authorised under Capstone Financial Planning 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 Graduate Diploma of Financial Planning from Kaplan Professional. Craig is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities.

Authorised to provide tax financial advice services

Qualifications and Training

2017
Diploma of Financial Planning
Kaplan Professional
2018
Advanced Diploma of Financial Planning
Kaplan Professional
2020
Margin Lending
Kaplan Professional
2020
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education
2021
TASACLv2 Commercial Law
Kaplan Professional
2025
Economic and Legal Context for Financial Planning FPC001B
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Professional
2025
Taxation for Financial Planning FPC006
Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd
May 2022 - Present Current
This authorised representative is only authorised to give class of product advice in relation to Securities.
Afta Pty Ltd
Nov 2018 - Mar 2022 Ceased

Source: ASIC Financial Advisers Register