Financial Adviser · HAMILTON, VIC

Craig Ives

HAMILTON, VIC
32 Years experience
Tax advice
authorised
ASIC Registered · ADV 001000960
Currently at
Melbourne, VIC (firm address)

About Craig Ives

Craig Ives is a financial adviser based in Hamilton, Victoria, with 32 years of experience in the financial services industry since 1994. Craig is currently authorised under Findex Advice Services. 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 Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Craig is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1990
Diploma of Life Insurance
The Australian Insurance Institute
1992
Certificate of Superannuation Management
Association of Superannuation Funds of Australia
2001
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2001
Certified Financial Planner (CFP®)
Financial Planning Association of Australia (FPA)
2010
Margin Lending and Geared Investments
Kaplan
2025
Commercial Law
Kaplan Professional
2025
Tax for Financial Advising
Kaplan Professional

Registration History

Nov 2015 - Present Current

Source: ASIC Financial Advisers Register