Craig Chapman
Financial Adviser in The Junction, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000252842
- Location
- The Junction NSW 2291
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 22 June 2022
- First provided advice
- 1999
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2008); Margin Lending and Geared Investments Course, Kaplan Professional (2010); TASA and the TPB Code of Professional Conduct Course, Kaplan Professional (2014); Graduate Diploma of Financial Planning, Kaplan Higher Education (2021); SMSF Regulations and Taxation Course, Kaplan Higher Education (2023)
- 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 Craig Chapman
Craig Chapman is a financial adviser in The Junction, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000252842.
Advice is given under the Australian financial services licence of Matrix Planning Solutions Limited, licence number 238256. The current authorisation started on 22 June 2022.
The register records 1999 as the year Craig first provided financial advice. Qualifications and training on file include Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2008), Margin Lending and Geared Investments Course (Kaplan Professional, 2010) and TASA and the TPB Code of Professional Conduct Course (Kaplan Professional, 2014). Craig is recorded as a member of Financial Advice Association of Australia (FAAA).
Craig 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 Craig Chapman a registered financial adviser?
Yes. Craig Chapman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000252842.
Which licensee does Craig Chapman work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Craig Chapman 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.