Financial Adviser · PERTH, WA

Craig Edward Butler

17 Years experience
Tax advice
authorised
ASIC Registered · ADV 001003107

Craig Edward Butler is a financial adviser based in Perth, Western Australia, with 17 years of experience in the financial services industry. Craig is currently authorised under Shadforth Financial Group Limited. 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 5 unit CFP Certification Program from Financial Planning Association of Australia Limited. Craig is a member of 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1996
Bachelor of Arts
Michigan State University
2009
Diploma of Financial Services (Financial Planning) FNS50804
Kaplan Professional Education
2010
FNS60404 Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Margin Lending and Geared Investments
Kaplan Professional
2012
5 unit CFP Certification Program
Financial Planning Association of Australia Limited
2012
Self Managed Superannuation Funds
Kaplan Professional Education
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Jun 2015 - Present Current
PLAN B WEALTH MANAGEMENT PTY LTD
Aug 2009 - May 2015 Ceased

Source: ASIC Financial Advisers Register