Financial Adviser · TALLAI, QLD

Craig Alan William Bunce

23 Years experience
Tax advice
authorised
ASIC Registered · ADV 001007608

Craig Alan William Bunce is a financial adviser based in Tallai, Queensland, with 23 years of experience in the financial services industry. Craig is currently authorised under Lifespan 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 Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional.

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

2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2015
Graduate Certificate in Financial Services
University of New England
2020
Margin Lending
Mentor Education

Registration History

Oct 2019 - Present Current
Apr 2019 - Oct 2019 Ceased
Not authorised to provide advice on self managed superannuation funds
Oct 2017 - Jan 2018 Ceased
Oct 2013 - Sep 2017 Ceased
One off licensee approval is required for products which are either not on the approved product list or Derivatives.
Aug 2013 - Oct 2013 Ceased
SUNCORP FINANCIAL SERVICES PTY LTD
Jun 2012 - Aug 2013 Ceased
GWM ADVISER SERVICES PTY LTD
Oct 2010 - Mar 2012 Ceased

Source: ASIC Financial Advisers Register