Financial Adviser · WANDILIGONG, VIC

Craig Edward Williams

20 Years experience
Tax advice
authorised
ASIC Registered · ADV 000315238

Craig Edward Williams is a financial adviser based in Wandiligong, Victoria, with 20 years of experience in the financial services industry. Craig is currently authorised under Clover Financial Services 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 Diploma of Financial Services (Financial Planning) from Kaplan Professional. Craig is a member of Financial Advice Association of Australia (FAAA) and Financial Ombudsman Service (FOS).

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
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Self Managed Super Funds
Kaplan Professional
2013
Certificate IV in Finance and Mortgage Broking
Kaplan Professional

Registration History

Dec 2022 - Present Current
Jul 2018 - Dec 2022 Ceased
DOVER FINANCIAL ADVISERS PTY LTD
Apr 2016 - Jul 2018 Ceased
AON HEWITT FINANCIAL ADVICE LIMITED
Jun 2009 - Mar 2016 Ceased

Source: ASIC Financial Advisers Register