CRAIG JAMES MCPHERSON
Financial Adviser · Balmain, NSW
📚 Qualifications & Training
2003 - Foundation DFP - - Deakin University
2006 - Advanced Diploma of Financial Planning - - FPA
2006 - Diploma of Financial Planning - - Deakin University
2010 - Self Managed Super Funds - - Kaplan
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
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.