CRAIG STEVENS
Financial Adviser · Canterbury, VIC
📚 Qualifications & Training
1995 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology (RMIT)
2000 - 8 Unit Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA)
2003 - Certified Practicing Accountants Program - Professional Designations - CPA Australia
2010 - Margin Lending and Geared Investments - Other - Kaplan Higher Education
2011 - SMSF Specialist Advisor - Professional Designations - Self Managed Superannuation Funds Association
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
SMSF Association - SMSF Specialist Advisor (SSA)
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.