Financial Adviser
· GREENSLOPES, QLD
Courtney Crawford
No disciplinary history on record with ASIC
GREENSLOPES,
QLD
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001008267
About Courtney Crawford
Courtney Crawford is a financial adviser based in Greenslopes, Queensland, with 11 years of experience in the financial services industry since 2015. Courtney is currently authorised under Lifespan Financial Planning. Courtney holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Courtney's qualifications include a Bachelor of Ecomonics from The University of Queensland.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Ecomonics
The University of Queensland
2013
Graduate Diploma in Financial Planning
Central Queensland University
2019
Self Managed Superannuation Funds
Kaplan Professional
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
Client Engagement Skills
Behavioural Finance - Kaplan Professional
2025
Commercial Law
Kaplan Professional
2025
Tax for Financial Advising
Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register