CRAIG ROBERT ORBELL
Financial Adviser · Newcastle, NSW
📚 Qualifications & Training
2000 - Certificate IV in Business Studies - Certificate (AQF 1-4) - University of Technology Sydney
2001 - Diploma of Business Studies - Diploma (AQF 5) - University of Technology Sydney
2004 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - University of Technology Sydney
2011 - Accredited Derivatives Adviser Level Two - Other - Kaplan Professional
2016 - TASA and the TPB Code of Professional Conduct - Other - Kaplan Professional
2017 - Self-Managed Superannuation Funds - Other - Kaplan Professional
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
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.