CRAIG MILROY
Financial Adviser · North Sydney, NSW
📚 Qualifications & Training
1995 - Post Graduate - Chartered Accountant - Professional Designations - Institute of Chartered Accountants Australia
2001 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA)
2006 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA)
2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
🏢 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.