Financial Adviser · MELBOURNE, VIC

Craig Daniel Frankpitt

28 Years experience
Tax advice
authorised
ASIC Registered · ADV 001004324

Craig Daniel Frankpitt is a financial adviser based in Melbourne, Victoria, with 28 years of experience in the financial services industry. Craig is currently authorised under Evans And Partners Pty. Ltd.. Craig holds authorisations to advise on managed investments, securities, derivatives and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a CFP Certification Program from Financial Planning Association of Australia.

Authorised to Advise On

Tax Financial Advice Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1988
Commercial Law A (306-121)
University of Melbourne
1990
Taxation Law (306-323)
University of Melbourne
1997
Master of Commerce
University of Melbourne
2003
CFP Certification Program
Financial Planning Association of Australia
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Jul 2008 - Present Current

Source: ASIC Financial Advisers Register