Craig Allen Sinclair
Financial Adviser in Caringbah, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000250453
- Location
- Caringbah NSW 2229
- Licensee
- Vision Planning & Finance (Aust) Pty Ltd (AFSL 492807)
- Authorised since
- 2 February 2024
- First provided advice
- 1991
- Qualifications
- Diploma of Financial Services (Financial Planning), Tribeca (Kaplan Professional) (2005); Advanced Diploma of Financial Planning, Mentor Education (2015)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Craig Allen Sinclair
Craig Allen Sinclair is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Caringbah, New South Wales (adviser number 000250453).
The licensee Craig advises under is Vision Planning & Finance (Aust) Pty Ltd (AFS licence 492807). That authorisation dates from 2 February 2024.
According to the register, Craig first provided financial advice in 1991. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Tribeca (Kaplan Professional), 2005) and Advanced Diploma of Financial Planning (Mentor Education, 2015). Craig is recorded as a member of Association of Independently Owned Financial Professionals (AIOFP).
Craig is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Craig Allen Sinclair a registered financial adviser?
Yes. Craig Allen Sinclair is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250453.
Which licensee does Craig Allen Sinclair work under?
Vision Planning & Finance (Aust) Pty Ltd, Australian financial services licence 492807.
What can Craig Allen Sinclair give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts.