Financial Adviser · SHAILER PARK, QLD

Craig Alexander Gordon

SHAILER PARK, QLD

21 Years experience

Tax advice
authorised

ASIC Registered · ADV 001000995

Currently at

El Toro Financial

Bundall, QLD (firm address)

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Craig Alexander Gordon is a financial adviser based in Shailer Park, Queensland, with 21 years of experience in the financial services industry since 2005. Craig is currently authorised under Alliance Wealth, operating through El Toro Financial. 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 Commerce (Accounting and Finance) from Griffith University. Craig is a member of Chartered Accountants Australia and New Zealand (CA ANZ).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2003

Bachelor of Commerce (Accounting and Finance)

Griffith University

2004

Self Managed Superannuation Funds Adviser Course

Tribeca Learning

2005

Diploma of Financial Services (Financial Planning)

Mentor Education

2005

Graduate Diploma of Chartered Accounting

Chartered Accountants Australia New Zealand (formally ICAA)

2010

Accredited Derivatives Adviser Level 1 Course

Kaplan Professional

2010

Margin Lending and Geared Investments Course

Kaplan Professional

2011

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

2024

Accredited Aged Care Professional Program

Aged Care Steps

Registration History

Alliance Wealth Pty Ltd

Aug 2023 - Present Current

Horsey Jameson Bird Pty. Ltd.

Oct 2022 - May 2023 Ceased

Horsey Jameson Bird Pty. Ltd.

Nov 2021 - Sep 2022 Ceased

Commonwealth Financial Planning Limited

Aug 2011 - Sep 2021 Ceased

Not authorised to provide personal advice on Standard Margin Lending.

Merit Wealth Pty Ltd

Mar 2011 - Jun 2011 Ceased

MAGNITUDE GROUP PTY LTD

Mar 2010 - Mar 2011 Ceased

Source: ASIC Financial Advisers Register