Data sourced from ASIC Financial Advisers Register
Financial Adviser · MELBOURNE, VIC

Steven Craigie

14 Years experience
Tax advice
authorised
Currently at
Unisuper Management Pty. Ltd.
Melbourne, VIC
View firm profile
ASIC Registered · ADV 001002068

Steven Craigie is a financial adviser based in Melbourne, Victoria, with 14 years of experience in the financial services industry. Steven is currently authorised under Unisuper Management Pty. Ltd.. Steven 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. Steven is a member of Association of Superannuation Funds Australia (ASFA), Australian Institute of Superannuation Trustees (AIST) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2007
Bachelor of business (banking and finance)
Monash University
2012
Diploma of Financial Planning
KAPLAN
2019
Certified Financial Planner
Financial Planning Association of Australia
2019
Ethics and professionalism in financial advice
Ethics - Kaplan Professional

Registration History

Unisuper Management Pty. Ltd.
Oct 2015 - Present Current
VICSUPER PTY LTD
Oct 2012 - Oct 2015 Ceased
VicSuper representatives are limited to providing financial product advice on VicSuper products; ESSSuper - Revised, New, SERB and Transport Schemes; providing advice on whether a member should consolidate or roll over their superannuation holdings into VicSuper (excluding personal advice on self-managed superannuation funds); and general superannuation matters.

Source: ASIC Financial Advisers Register