Craig Duncombe
Financial Adviser in Hollywell, Queensland, Australia
Review Craig Duncombe
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000282535
- Location
- Hollywell QLD 4216
- Licensee
- Vision Planning & Finance (Aust) Pty Ltd (AFSL 492807)
- Authorised since
- 2 August 2022
- First provided advice
- 2006
- Qualifications
- Bachelor of Business (Accounting), University of Technology Sydney (1993); Diploma in Technical Analysis, Australian Technical Analysis Association (1998); Graduate Diploma Applied Finance and Investment, Securities Institute Australia (1999); Diploma of Financial Planning (Mortgage Broking), SWSIT (NSW) (2012); ICFS Specialist SMSF Course, University of Adelaide (2013)
- Memberships
- Australian Tax Practitioners Board; Financial Advice Association of Australia (FAAA); Financial Services Institute of Australasia; Mortgage & Finance Association of Australia
- 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 Duncombe
Craig Duncombe is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Hollywell, Queensland (adviser number 000282535).
Advice is given under the Australian financial services licence of Vision Planning & Finance (Aust) Pty Ltd, licence number 492807. The current authorisation started on 2 August 2022.
According to the register, Craig first provided financial advice in 2006. The qualifications listed for Craig include Bachelor of Business (Accounting) (University of Technology Sydney, 1993), Diploma in Technical Analysis (Australian Technical Analysis Association, 1998) and Graduate Diploma Applied Finance and Investment (Securities Institute Australia, 1999). Craig is recorded as a member of Australian Tax Practitioners Board, Financial Advice Association of Australia (FAAA) and Financial Services Institute of Australasia.
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.
Reviews
Nobody has reviewed Craig Duncombe here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Craig Duncombe a registered financial adviser?
Yes. Craig Duncombe is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000282535.
Which licensee does Craig Duncombe work under?
Vision Planning & Finance (Aust) Pty Ltd, Australian financial services licence 492807.
What can Craig Duncombe 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.