Matthew Craik Financial Planner Report

Name:
Matthew John Craik

Rep Number:
000249810

Status:
Current

First Advice:
1996

Disciplinary action:
No action

Most Recent Role:
2004-01-01 onwards

ABN:
48 220 809 809

Licensee
Name:

Number:
000234665

ABN:
35 002 976 294

Controlled By:

Appointed By
Name:
Charter Financial Planning Limited

Licence Number:
000234665

ABN:
35 002 976 294

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Financial Planning Association (FPA)
Diploma of Financial Planning
Macquarie University
Master of Financial Services Law

Memberships
CFP - Certified Financial Planner (FPA)