Craig Small
Financial Adviser in Penrith, New South Wales, Australia
Review Craig Small
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 number000309373
- Location
- Penrith NSW 2750
- Licensee
- Integrity Wealth Solutions Pty Ltd (AFSL 533207)
- Authorised since
- 29 November 2021
- First provided advice
- 2007
- Qualifications
- Advanced Diploma of Financial Services, KAPLAN (2005)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Craig Small
Craig Small is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Penrith, New South Wales (adviser number 000309373).
The licensee Craig advises under is Integrity Wealth Solutions Pty Ltd (AFS licence 533207). That authorisation dates from 29 November 2021.
The register records 2007 as the year Craig first provided financial advice. Qualifications and training on file include Advanced Diploma of Financial Services (KAPLAN, 2005). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Craig is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Craig Small here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Craig Small a registered financial adviser?
Yes. Craig Small is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000309373.
Which licensee does Craig Small work under?
Integrity Wealth Solutions Pty Ltd, Australian financial services licence 533207.
What can Craig Small give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; retirement savings accounts.