Financial Adviser
· OSBORNE PARK, WA
Craig Ross
No disciplinary history on record with ASIC
OSBORNE PARK,
WA
41
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000280116
Craig Ross is a financial adviser based in Osborne Park, Western Australia, with 41 years of experience in the financial services industry since 1985. Craig is currently authorised under Core Financial 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 Bachelor of Commerce (Finance & Marketing) from Curtin. Craig is a member of NTAA.
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
2002
Bachelor of Commerce (Finance & Marketing)
Curtin
2006
Advanced Diploma of Financial Planning
Tribeca
2010
Diploma of Financial Planning
Kaplan
2023
Graduate Diploma of Financial Planning
Kaplan
Registration History
NEO FINANCIAL SOLUTIONS PTY LTD
Not authorised for Self-Managed Superannuation Funds.
Source: ASIC Financial Advisers Register