Craig James Smith
Financial Adviser in Hawthorn East, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001241626
- Location
- Hawthorn East VIC 3123
- Licensee
- Accru Wealth Management Pty Ltd (AFSL 238520)
- Authorised since
- 5 May 2016
- First provided advice
- 2016
- Qualifications
- Bachelor of Business, Swinburne University (2014); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Ltd (2016); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Ltd (2020)
- 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
- Restriction
- Standard Margin Lending Facility
- Tax (financial) advice
- Yes
- Register status
- Current
About Craig James Smith
Craig James Smith is a financial adviser in Hawthorn East, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001241626.
Advice is given under the Australian financial services licence of Accru Wealth Management Pty Ltd, licence number 238520. The current authorisation started on 5 May 2016.
The register records 2016 as the year Craig first provided financial advice. Qualifications and training on file include Bachelor of Business (Swinburne University, 2014), Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Ltd, 2016) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education Pty Ltd, 2020).
Craig is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Standard Margin Lending Facility.”
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Questions people ask
Is Craig James Smith a registered financial adviser?
Yes. Craig James Smith is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001241626.
Which licensee does Craig James Smith work under?
Accru Wealth Management Pty Ltd, Australian financial services licence 238520.
What can Craig James Smith 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. It also records this restriction: "Standard Margin Lending Facility."