Craig Medlow
Financial Adviser in Wayville, South Australia, Australia
Review Craig Medlow
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000239805
- Location
- Wayville SA 5034
- Licensee
- Kaizen Wealth Pty Ltd (AFSL 480797)
- Authorised since
- 18 December 2015
- First provided advice
- 2001
- Qualifications
- Bachelor of Banking and International Finance, Flinders University of South Australia (1998); Graduate Diploma of Applied Finance and Investment, Securities Institute (2006); Graduate Diploma of Financial Planning (Historical SIA/FINSIA), Kaplan Higher Education Pty Limited (2006); Cavendish & ICFS Specialist SMSF, Cavendish (2014); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- Memberships
- SMSF Association; SSA SMSF Specialist Accreditation (SPAA); SSA – SMSF Specialist Accreditation (SPAA)
- 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 Medlow
Craig Medlow is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Wayville, South Australia (adviser number 000239805).
Craig provides advice as an authorised representative of Kaizen Wealth Pty Ltd, which holds Australian financial services licence 480797. The current authorisation started on 18 December 2015.
According to the register, Craig first provided financial advice in 2001. Qualifications and training on file include Bachelor of Banking and International Finance (Flinders University of South Australia, 1998), Graduate Diploma of Applied Finance and Investment (Securities Institute, 2006) and Graduate Diploma of Financial Planning (Historical SIA/FINSIA) (Kaplan Higher Education Pty Limited, 2006). Professional memberships recorded: SMSF Association, SSA SMSF Specialist Accreditation (SPAA) and SSA – SMSF Specialist Accreditation (SPAA).
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.
Reviews
Nobody has reviewed Craig Medlow here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Craig Medlow a registered financial adviser?
Yes. Craig Medlow is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000239805.
Which licensee does Craig Medlow work under?
Kaizen Wealth Pty Ltd, Australian financial services licence 480797.
What can Craig Medlow 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.