Alister James McCrae
Financial Adviser in Devonport, Tasmania, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003051
- Location
- Devonport TAS 7310
- Licensee
- Shadforth Financial Group Limited (AFSL 318613)
- Authorised since
- 15 July 2009
- First provided advice
- 2003
- Qualifications
- Master of Business Administration, The University of Sydney (1993); Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (1998); Graduate Diploma of Applied Finance and Investment, Financial Services Institute of Australasia (FINSIA) (2006)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Alister James McCrae
Alister James McCrae is a financial adviser in Devonport, Tasmania, listed on the Financial Advisers Register kept by ASIC under adviser number 001003051.
The licensee Alister advises under is Shadforth Financial Group Limited (AFS licence 318613). That authorisation dates from 15 July 2009.
The register records 2003 as the year Alister first provided financial advice. The qualifications listed for Alister include Master of Business Administration (The University of Sydney, 1993), Certified Financial Planner (CFP) (Financial Planning Association of Australia (FPA), 1998) and Graduate Diploma of Applied Finance and Investment (Financial Services Institute of Australasia (FINSIA), 2006). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Alister is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Alister James McCrae a registered financial adviser?
Yes. Alister James McCrae is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003051.
Which licensee does Alister James McCrae work under?
Shadforth Financial Group Limited, Australian financial services licence 318613.
What can Alister James McCrae give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.