Financial Adviser
· BALLARAT CENTRAL, VIC
Craig John Smith
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000243628
Craig John Smith is a financial adviser based in Ballarat Central, Victoria, with 23 years of experience in the financial services industry. Craig is currently authorised under Morplan 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 Certified Financial Planner from Financial Planning Association of Australia. Craig is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
2002
Diploma of Financial Planning
Deakin University
2005
Certified Financial Planner
Financial Planning Association of Australia
2011
ASX Accredited Listed Products Adviser (ALPA) Program
Kaplan
2016
Accredited Aged Care Professional
Aged Care Steps
2017
SMSF Specialist Advisor
SMSF Association
2021
Graduate Diploma of Financial Planning
Kaplan
Registration History
FINANCIAL SERVICES PARTNERS PTY LIMITED
Government Debentures, Stocks or Bonds: Class of product only.
SECURITOR FINANCIAL GROUP PTY LIMITED
Source: ASIC Financial Advisers Register