Financial Adviser · ADELAIDE, SA

Craig Rothall

15 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001002345

Craig Rothall is a financial adviser based in Adelaide, South Australia, with 15 years of experience in the financial services industry. Craig is currently authorised under Fiducian 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 Bachelor of Applied Finance from University of South Australia.

Authorised to Advise On

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

Restrictions: This adviser is not authorised to provide advice on margin lending, gearing or credit.

Authorised to provide tax financial advice services

Qualifications and Training

2010

Bachelor of Applied Finance

University of South Australia

2013

Self Managed Super Funds

Kaplan

2014

Advanced Diploma of Financial Planning

Kaplan

2014

Diploma of Financial Planning

Kaplan

Registration History

Fiducian Financial Services Pty Ltd

Feb 2022 - Present Current

This adviser is not authorised to provide advice on margin lending, gearing or credit.

Heritage And People's Choice Limited

Oct 2015 - Jan 2022 Ceased

ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD

Jun 2011 - Sep 2015 Ceased

Miscellaneous financial investment products restricted to instalment warrants issued in respect of interests in direct real property.

Source: ASIC Financial Advisers Register