CRAIG CAROLAN
Financial Adviser Ā· Sandgate, QLD
š Qualifications & Training
1994 - Bachelor of Economics - Bachelor Degree (AQF 7) - The University of New England
2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - ThreeSixty
2007 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA
2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - ThreeSixty
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2023 - Margin Lending Specialist - Other - Kaplan Professional
š¢ Professional Memberships
SMSF Association
ā¹ļø 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.