CRAIG JOHN WILFORD
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1991 - Bachelor of Business - Bachelor Degree (AQF 7) - USQ
1991 - Certified Financial Planner - Professional Designations - FPA
1992 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Deakin University
1999 - Masters of Taxation - Masters Degree (AQF 9) - Sydney University
2021 - MA1769 Ethics for Financial Services (Intensive) - Bridging Course - Ethics - Deakin Business School
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.