Financial Adviser · CARINGBAH, NSW

Craig Allen Sinclair

CARINGBAH, NSW
35 Years experience
Tax advice
authorised
ASIC Registered · ADV 000250453
Currently at
Mermaid Waters, QLD (firm address)

Craig Allen Sinclair is a financial adviser based in Caringbah, New South Wales, with 35 years of experience in the financial services industry since 1991. Craig is currently authorised under Vision Planning & Finance (Aust), operating through Wiseadvice Financial Services. Craig holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Craig's qualifications include a Advanced Diploma of Financial Planning from Mentor Education. Craig is a member of Association of Independently Owned Financial Professionals (AIOFP).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products

Authorised to provide tax financial advice services

Qualifications and Training

2005
Diploma of Financial Services (Financial Planning)
Tribeca (Kaplan Professional)
2012
Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2015
Advanced Diploma of Financial Planning
Mentor Education

Registration History

Feb 2024 - Present Current
A.C.N. 603 037 510 PTY LTD
Apr 2019 - Feb 2024 Ceased
Feb 2004 - Apr 2019 Ceased
Not authorised to provide personal advice on Securities

Source: ASIC Financial Advisers Register