Financial Adviser · HOLLYWELL, QLD

Craig Duncombe

HOLLYWELL, QLD

20 Years experience

Tax advice
authorised

ASIC Registered · ADV 000282535

Currently at

Family Wealth Professionals

Mermaid Waters, QLD (firm address)

View firm profile

Craig Duncombe is a financial adviser based in Hollywell, Queensland, with 20 years of experience in the financial services industry since 2006. Craig is currently authorised under Vision Planning & Finance (Aust), operating through Family Wealth Professionals. 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 Bachelor of Business (Accounting) from University of Technology Sydney. Craig is a member of Australian Tax Practitioners Board, Financial Advice Association of Australia (FAAA), Financial Services Institute of Australasia and Mortgage & Finance Association of Australia.

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

1993

Bachelor of Business (Accounting)

University of Technology Sydney

1998

Diploma in Technical Analysis

Australian Technical Analysis Association

1999

Graduate Diploma Applied Finance and Investment

Securities Institute Australia

2012

Diploma of Financial Planning (Mortgage Broking)

SWSIT (NSW)

2013

ICFS Specialist SMSF Course

University of Adelaide

Registration History

Vision Planning & Finance (Aust) Pty Ltd

Aug 2022 - Present Current

MCA FINANCIAL PLANNERS PTY. LTD.

Apr 2009 - Aug 2022 Ceased

Source: ASIC Financial Advisers Register