Financial Adviser
· HAWTHORN EAST, VIC
Craig James Smith
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001241626
Craig James Smith is a financial adviser based in Hawthorn East, Victoria, with 10 years of experience in the financial services industry. Craig is currently authorised under Accru Wealth Management 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 Business.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Standard Margin Lending Facility
Authorised to provide tax financial advice services
Qualifications and Training
2014
Bachelor of Business
2016
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd