CRAIG ROTHALL

Financial Adviser · Adelaide, SA

Registered

Registration Number

001002345

Registration Status

Registered

Location

Adelaide, SA 5000

Providing Advice Since

2011

Registration Date

06/10/2015

Financial Services Licensee

HERITAGE AND PEOPLE'S CHOICE LIMITED

Licence #000244310

📚 Qualifications & Training

2010 - Bachelor of Applied Finance - Bachelor Degree (AQF 7) - University of South Australia
2013 - Self Managed Super Funds - - Kaplan
2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan
2014 - Diploma of Financial Planning - - Kaplan

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.