CRAIG LESLIE ELLIOTT

Financial Adviser ยท Mount Gambier, SA

Registered

Registration Number

000330648

Registration Status

Registered

Location

Mount Gambier, SA 5290

Providing Advice Since

2000

Registration Date

29/07/2019

Financial Services Licensee

MATRIX PLANNING SOLUTIONS LIMITED

Licence #000238256

๐Ÿ“š Qualifications & Training

2005 - Diploma of Financial Advising (8 units) - Advanced Diploma (AQF 6) - Kaplan Professional
2007 - Self Managed Super Funds Course (ANZ Workshop) - Other - Kaplan Professional
2014 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2015 - Diploma of Financial Planning (DFP1-3) - Diploma (AQF 5) - Kaplan Professional
2015 - Securities and Managed Investments Course (DFP4) - Other - Kaplan Professional
2015 - Tax for Financial Advising - Other - Kaplan Professional
2017 - Accredited Aged Care Professional Program - Other - Aged Care Steps
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2020 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.