Financial Adviser · MERMAID WATERS, VIC

Ashton Giles Cramond

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001269463

Ashton Giles Cramond is a financial adviser based in Mermaid Waters, Victoria, with 8 years of experience in the financial services industry. Ashton is currently authorised under Interprac Financial Planning Pty Ltd. Ashton 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 Master of Financial Planning from Kaplan Higher Education Pty Limited. Ashton is a member of 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

2016
Bachelor of Commerce
Bond University
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2021
Accredited Listed Product Adviser Program
Kaplan Higher Education Pty Limited
2021
Master of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Aug 2024 - Present Current
Jul 2023 - Aug 2024 Ceased
MWL FINANCIAL SERVICES PTY LTD
Feb 2023 - Jun 2023 Ceased
Oct 2022 - Dec 2022 Ceased
AFFINIA FINANCIAL ADVISERS PTY LTD
Aug 2021 - Oct 2022 Ceased
Not Authorised in SMSF
Jul 2020 - May 2021 Ceased
Nov 2018 - Jun 2020 Ceased

Source: ASIC Financial Advisers Register