Craig John Smith
Financial Adviser in Ballarat Central, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000243628
- Location
- Ballarat Central VIC 3350
- Licensee
- Morplan Pty Ltd (AFSL 530260)
- Authorised since
- 19 July 2021
- First provided advice
- 2003
- Qualifications
- Diploma of Financial Planning, Deakin University (2002); Certified Financial Planner, Financial Planning Association of Australia (2005); ASX Accredited Listed Products Adviser (ALPA) Program, Kaplan (2011); Accredited Aged Care Professional, Aged Care Steps (2016); SMSF Specialist Advisor, SMSF Association (2017); Graduate Diploma of Financial Planning, Kaplan (2021)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- 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 John Smith
Craig John Smith is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Ballarat Central, Victoria (adviser number 000243628).
The licensee Craig advises under is Morplan Pty Ltd (AFS licence 530260). That authorisation dates from 19 July 2021.
The register records 2003 as the year Craig first provided financial advice. The qualifications listed for Craig include Diploma of Financial Planning (Deakin University, 2002), Certified Financial Planner (Financial Planning Association of Australia, 2005) and ASX Accredited Listed Products Adviser (ALPA) Program (Kaplan, 2011). Craig is recorded as a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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 John Smith a registered financial adviser?
Yes. Craig John Smith is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000243628.
Which licensee does Craig John Smith work under?
Morplan Pty Ltd, Australian financial services licence 530260.
What can Craig John 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; standard margin lending.