STEVEN CRAIGIE
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2007 - Bachelor of business (banking and finance) - Bachelor Degree (AQF 7) - Monash University
2012 - Diploma of Financial Planning - - KAPLAN
2019 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2019 - Ethics and professionalism in financial advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Association of Superannuation Funds Australia (ASFA)
Australian Institute of Superannuation Trustees (AIST)
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.