CRAIG MCGOWEN
Financial Adviser · North Sydney, NSW
📚 Qualifications & Training
2005 - Bachelor of Commerce (Marketing, Tourism and Hospitallity Management) - Bachelor Degree (AQF 7) - University of NSW
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2015 - Diploma of Financial Planning (DFP1-3) - Diploma (AQF 5) - Kaplan Professional
2015 - Securities and Managed Investments Course (DFP4) - Other - Kaplan Professional
2017 - Self Managed Superannuation Funds Program - Other - Kaplan Professional
2017 - Tier 1 Margin Lending - Personal Advice Program - Other - Kaplan Professional
2018 - Tier 1 Derivatives - Personal Advice Program - Other - Kaplan Professional
2019 - Commercial Law Course (TASACLv2) - Other - Kaplan Professional
2019 - Tax for Financial Advising (Short Answer Exam) - Other - Kaplan Professional
2021 - Certified Financial Planner (CFP) Education Program - Professional Designations - FPA Ausrtalia
2022 - Accredited Aged Care Professional Program - Other - Aged Care Steps
2023 - Ethics and Professionalism in Financial Advice (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Certified Financial Planner (CFP) of 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.