Financial Adviser · ROSE PARK, SA

Craig Meathrel

21 Years experience

Tax advice
authorised

Currently at

Independent Financial Advisers Australia Pty Ltd

Phillip, ACT

View firm profile

ASIC Registered · ADV 000284172

Craig Meathrel is a financial adviser based in Rose Park, South Australia, with 21 years of experience in the financial services industry. Craig is currently authorised under Independent Financial Advisers Australia 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). Craig holds a Graduate Diploma in Financial Planning from FINSIA. Craig is a member of CFP - Certified Financial Planner (FPA), Financial Advice Association of Australia (FAAA) and Profession of Independent Financial Advisers (PIFA).

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

2006

Graduate Diploma in Financial Planning

FINSIA

Registration History

Independent Financial Advisers Australia Pty Ltd

Jul 2020 - Present Current

Psk Advisory Services Pty Ltd

Aug 2017 - Mar 2020 Ceased

PORTFOLIO PLANNING SOLUTIONS LTD

Aug 2013 - Mar 2020 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

PPS LIFESTYLE SOLUTIONS PTY LTD

Aug 2013 - Mar 2020 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

E.f.d.b. Pty Limited

Jan 2011 - Jul 2013 Ceased

SPECTRUM WEALTH ADVISERS PTY LTD

Sep 2010 - Jan 2011 Ceased

Source: ASIC Financial Advisers Register