Craig Leslie Elliott
Financial Adviser in Mount Gambier, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000330648
- Location
- Mount Gambier SA 5290
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 29 July 2019
- First provided advice
- 2000
- Qualifications
- Diploma of Financial Advising (8 units), Kaplan Professional (2005); Self Managed Super Funds Course (ANZ Workshop), Kaplan Professional (2007); Accredited Listed Product Adviser Program, Kaplan Professional (2014); Diploma of Financial Planning (DFP1-3), Kaplan Professional (2015); Securities and Managed Investments Course (DFP4), Kaplan Professional (2015); Tax for Financial Advising, Kaplan Professional (2015); Accredited Aged Care Professional Program, Aged Care Steps (2017); Advanced Diploma of Financial Planning, Mentor Education (2017); Bachelor of Commerce, Deakin University (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Craig Leslie Elliott
On the Financial Advisers Register kept by ASIC, Craig Leslie Elliott appears as a current financial adviser in Mount Gambier, South Australia, adviser number 000330648.
Craig provides advice as an authorised representative of Matrix Planning Solutions Limited, which holds Australian financial services licence 238256. The current authorisation started on 29 July 2019.
The register records 2000 as the year Craig first provided financial advice. The qualifications listed for Craig include Diploma of Financial Advising (8 units) (Kaplan Professional, 2005), Self Managed Super Funds Course (ANZ Workshop) (Kaplan Professional, 2007) and Accredited Listed Product Adviser Program (Kaplan Professional, 2014). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Craig is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, 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 Leslie Elliott a registered financial adviser?
Yes. Craig Leslie Elliott is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000330648.
Which licensee does Craig Leslie Elliott work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Craig Leslie Elliott give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.