Financial Adviser · WAYVILLE, SA

Craig Medlow

25 Years experience

Tax advice
authorised

Currently at

Wayville, SA

View firm profile

ASIC Registered · ADV 000239805

Craig Medlow is a financial adviser based in Wayville, South Australia, with 25 years of experience in the financial services industry. Craig is currently authorised under Kaizen Wealth 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 Banking and International Finance from Flinders University of South Australia. Craig is a member of SMSF Association, SSA SMSF Specialist Accreditation (SPAA) and SSA - SMSF Specialist Accreditation (SPAA).

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

1998

Bachelor of Banking and International Finance

Flinders University of South Australia

2006

Graduate Diploma of Applied Finance and Investment

Securities Institute

2006

Graduate Diploma of Financial Planning (Historical SIA/FINSIA)

Kaplan Higher Education Pty Limited

2014

Cavendish & ICFS Specialist SMSF

Cavendish

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Kaizen Wealth Pty Ltd

Dec 2015 - Present Current

GENESYS WEALTH ADVISERS PTY LIMITED

Jun 2005 - Dec 2015 Ceased

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

Source: ASIC Financial Advisers Register