Financial Adviser · BUNDABERG, QLD

Craig Franklin

BUNDABERG, QLD

23 Years experience

Tax advice
authorised

ASIC Registered · ADV 000242952

Currently at

Conmisceo

Bundall, QLD (firm address)

View firm profile

Craig Franklin is a financial adviser based in Bundaberg, Queensland, with 23 years of experience in the financial services industry since 2003. Craig is currently authorised under Alliance Wealth. Craig holds authorisations to advise on life insurance, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Craig's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from ThreeSixty. Craig is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2004

Advanced Diploma of Financial Services (Financial Planning)

ThreeSixty

2013

Certificate IV in Finance and Mortgage Broking

Kaplan

Registration History

Alliance Wealth Pty Ltd

Sep 2023 - Present Current

NEXTGEN FINANCIAL GROUP PTY LTD

Dec 2019 - Sep 2023 Ceased

Excluding Standard Margin Lending and Self Managed Superannuation Funds

RISK AND INVESTMENT ADVISORS AUSTRALIA PTY. LTD.

Jun 2019 - Dec 2019 Ceased

Excluding Self Managed Superannuation Funds and Standard Margin Lending

ACN 128 650 037 PTY LIMITED

Sep 2014 - May 2019 Ceased

M1-PLAN PTY LTD

Jun 2013 - Jul 2014 Ceased

Charter Financial Planning Limited

Sep 2012 - Feb 2013 Ceased

JIGSAW SUPPORT SERVICES PTY LIMITED

Oct 2010 - Sep 2012 Ceased

GWM ADVISER SERVICES PTY LTD

Dec 2003 - Oct 2010 Ceased

Source: ASIC Financial Advisers Register