Craig Stevens
Financial Adviser in Canterbury, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000232092
- Location
- Canterbury VIC 3126
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 1 July 2003
- First provided advice
- 1999
- Qualifications
- Bachelor of Business (Accounting), Royal Melbourne Institute of Technology (RMIT) (1995); 8 Unit Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2000); Certified Practicing Accountants Program, CPA Australia (2003); Margin Lending and Geared Investments, Kaplan Higher Education (2010); SMSF Specialist Advisor, Self Managed Superannuation Funds Association (2011)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA); SMSF Association - SMSF Specialist Advisor (SSA)
- 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 Stevens
On the Financial Advisers Register kept by ASIC, Craig Stevens appears as a current financial adviser in Canterbury, Victoria, adviser number 000232092.
Craig provides advice as an authorised representative of Count Financial Limited, which holds Australian financial services licence 227232. That authorisation dates from 1 July 2003.
According to the register, Craig first provided financial advice in 1999. The qualifications listed for Craig include Bachelor of Business (Accounting) (Royal Melbourne Institute of Technology (RMIT), 1995), 8 Unit Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2000) and Certified Practicing Accountants Program (CPA Australia, 2003). Craig is recorded as a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and SMSF Association – SMSF Specialist Advisor (SSA).
The authorisation covers advice 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.
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Questions people ask
Is Craig Stevens a registered financial adviser?
Yes. Craig Stevens is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000232092.
Which licensee does Craig Stevens work under?
Count Financial Limited, Australian financial services licence 227232.
What can Craig Stevens 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.