Financial Adviser · WEST END, QLD

Craig Hunter Fermor

WEST END, QLD

13 Years experience

Tax advice
authorised

ASIC Registered · ADV 000356444

Currently at

Charter Financial Planning Limited

Sydney, NSW (firm address)

View firm profile

About Craig Hunter Fermor

Craig Hunter Fermor is a financial adviser based in West End, Queensland, with 13 years of experience in the financial services industry since 2013. Craig is currently authorised under Charter Financial Planning Limited, operating through Charter Financial Planning. 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2012

Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2016

Advanced Diploma of Financial Planning

Mentor Education Pty Ltd

2023

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Oct 2024 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Millennium 3 Financial Services Pty Ltd

May 2010 - Oct 2024 Ceased

Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only. Not Authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register