Craig Robert Orbell
Financial Adviser in Newcastle, New South Wales, Australia
Review Craig Robert Orbell
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 number000309241
- Location
- Newcastle NSW 2300
- Licensee
- Paragem Pty Limited (AFSL 297276)
- Authorised since
- 2 December 2024
- First provided advice
- 2007
- Qualifications
- Certificate IV in Business Studies, University of Technology Sydney (2000); Diploma of Business Studies, University of Technology Sydney (2001); Bachelor of Business (Finance), University of Technology Sydney (2004); Accredited Derivatives Adviser Level Two, Kaplan Professional (2011); TASA and the TPB Code of Professional Conduct, Kaplan Professional (2016); Self-Managed Superannuation Funds, Kaplan Professional (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education (2021)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Craig Robert Orbell
Craig Robert Orbell is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Newcastle, New South Wales (adviser number 000309241).
Craig provides advice as an authorised representative of Paragem Pty Limited, which holds Australian financial services licence 297276. The current authorisation started on 2 December 2024.
The register records 2007 as the year Craig first provided financial advice. The qualifications listed for Craig include Certificate IV in Business Studies (University of Technology Sydney, 2000), Diploma of Business Studies (University of Technology Sydney, 2001) and Bachelor of Business (Finance) (University of Technology Sydney, 2004).
The authorisation covers advice 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.
Reviews
Nobody has reviewed Craig Robert Orbell here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Craig Robert Orbell a registered financial adviser?
Yes. Craig Robert Orbell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000309241.
Which licensee does Craig Robert Orbell work under?
Paragem Pty Limited, Australian financial services licence 297276.
What can Craig Robert Orbell 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.