Craig Ernest Banning
Financial Adviser in ST Leonards, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000248430
- Location
- ST Leonards NSW 2065
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 1 January 2004
- First provided advice
- 1991
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2000); Self Managed Superannuation Funds, Tribeca (2004); SMSF Specialist Advisor Program, SMSF Association (2005); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2018); Graduate Certificate in Financial Planning, Griffith University (2020); Master of Financial Planning, Griffith University (2021)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Craig Ernest Banning
Craig Ernest Banning is listed on ASIC’s Financial Advisers Register as a current financial adviser based in ST Leonards, New South Wales (adviser number 000248430).
The licensee Craig advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). That authorisation dates from 1 January 2004.
The register records 1991 as the year Craig first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2000), Self Managed Superannuation Funds (Tribeca, 2004) and SMSF Specialist Advisor Program (SMSF Association, 2005). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Craig Ernest Banning a registered financial adviser?
Yes. Craig Ernest Banning is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000248430.
Which licensee does Craig Ernest Banning work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Craig Ernest Banning 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."