Craig James McPherson
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000467332
- Location
- Sydney NSW 2000
- Licensee
- Ri Advice Group Pty Ltd (AFSL 238429)
- Authorised since
- 21 October 2014
- First provided advice
- 2014
- Qualifications
- Foundation DFP, Deakin University (2003); Advanced Diploma of Financial Planning, FPA (2006); Diploma of Financial Planning, Deakin University (2006); Self Managed Super Funds, Kaplan (2010); Ethics and Professionalism in Financial Advice, Kaplan Professional (2021)
- 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 James McPherson
Craig James McPherson is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000467332.
The licensee Craig advises under is Ri Advice Group Pty Ltd (AFS licence 238429). That authorisation dates from 21 October 2014.
According to the register, Craig first provided financial advice in 2014. Qualifications and training on file include Foundation DFP (Deakin University, 2003), Advanced Diploma of Financial Planning (FPA, 2006) and Diploma of Financial Planning (Deakin University, 2006).
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 James McPherson a registered financial adviser?
Yes. Craig James McPherson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000467332.
Which licensee does Craig James McPherson work under?
Ri Advice Group Pty Ltd, Australian financial services licence 238429.
What can Craig James McPherson 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.