Craig Milroy
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000241930
- Location
- Sydney NSW 2000
- Licensee
- Godfrey Pembroke Group Pty Ltd (AFSL 245451)
- Authorised since
- 1 June 2021
- First provided advice
- 1999
- Qualifications
- Post Graduate, Institute of Chartered Accountants Australia (1995); Diploma of Financial Planning (DFP 1-8), Financial Planning Association (FPA) (2001); Certified Financial Planner (CFP), Financial Planning Association (FPA) (2006); RG146 Margin Lending, MLC ThreeSixty (2011)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Craig Milroy
Craig Milroy is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000241930.
Craig provides advice as an authorised representative of Godfrey Pembroke Group Pty Ltd, which holds Australian financial services licence 245451. That authorisation dates from 1 June 2021.
The register records 1999 as the year Craig first provided financial advice. The qualifications listed for Craig include Post Graduate (Institute of Chartered Accountants Australia, 1995), Diploma of Financial Planning (DFP 1-8) (Financial Planning Association (FPA), 2001) and Certified Financial Planner (CFP) (Financial Planning Association (FPA), 2006). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
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.
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Questions people ask
Is Craig Milroy a registered financial adviser?
Yes. Craig Milroy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000241930.
Which licensee does Craig Milroy work under?
Godfrey Pembroke Group Pty Ltd, Australian financial services licence 245451.
What can Craig Milroy 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; standard margin lending.