CRAIG BARNES

Financial Adviser · Melbourne, VIC

Registered

Registration Number

000398567

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2011

Registration Date

05/05/2023

Financial Services Licensee

AUSTRALIAN EXECUTOR TRUSTEES LIMITED

Licence #000240023

📚 Qualifications & Training

2002 - Bachelor of Business - - Monash University
2005 - Graduate Diploma of Applied Finance and Investment - - Securities Institute of Australia
2005 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - FINSIA/Securities Institute of Australia
2014 - Self Managed Superannuation Funds - - Kaplan Professional Education
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2025 - Accredited Listed Product Adviser (ALPA) - Other - Kaplan Professional

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.