CRAIG STUART PETERSON
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1991 - Insurance Certificate Course - Certificate (AQF 1-4) - Sydney Technical College (TAFE NSW)
1998 - Bachelor of Business (Marketing) - Bachelor Degree (AQF 7) - University of Technology, Sydney
2002 - Diploma of Financial Planning (8 Units) - Advanced Diploma (AQF 6) - FPA Australia
2008 - Certified Financial Planner Education Program - Professional Designations - FPA Australia
2010 - Self Managed Superannuation Funds Program - Other - Pinnacle Financial Services Academy
2012 - ASX Accredited Listed Products Adviser Program - Other - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice Course - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Certified Financial Planner (CFP) of the Financial Advisers Association of Australia (FAAA)
Senior Associate CIP of the Australian and New Zealand Institute of Insurance and Finance (ANZIIF)
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.