Financial Adviser · MILTON, QLD

Craig Chalmers

28 Years experience
Tax advice
authorised
ASIC Registered · ADV 000252938

Craig Chalmers is a financial adviser based in Milton, Queensland, with 28 years of experience in the financial services industry. Craig is currently authorised under Industry Fund Services 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 Diploma of Financial Planning from Kaplan Professional. Craig is a member of Tax Practitioners Board.

Authorised to Advise On

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

Restrictions: IFS authorises the Adviser to provide Personal Advice, General Advice and Deal In financial products only in relation to the following advice topics as defined in IFS guidance: Limited: a) Member Investment Choice b) Contributions into superannuation c) Insurance within superannuation d) Planning for retirement e) Transition to Retirement

Authorised to provide tax financial advice services

Qualifications and Training

2017
Diploma of Financial Planning
Kaplan Professional
2023
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
Superannuation and Retirement Advice
Kaplan Professional

Registration History

Dec 2023 - Present Current
IFS authorises the Adviser to provide Personal Advice, General Advice and Deal In financial products only in relation to the following advice topics as defined in IFS guidance: Limited: a) Member Investment Choice b) Contributions into superannuation c) Insurance within superannuation d) Planning for retirement e) Transition to Retirement
Nov 2021 - Jul 2023 Ceased
Superannuation products (excluding Self Managed Superannuation Funds)
Apr 2019 - Nov 2021 Ceased
ADVISER NETWORK PTY LTD
Jul 2013 - Mar 2019 Ceased
RUGEER PTY LTD
Nov 2010 - Jun 2013 Ceased
Sep 2007 - Oct 2010 Ceased

Source: ASIC Financial Advisers Register