Craig Meldrum Financial Planner Report

Name:
Craig Steven Meldrum

Rep Number:
000276506

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2007-10-01 onwards

Licensee
Name:

Number:
000234459

ABN:
26 098 725 145

Controlled By:

Appointed By
Name:
Australian Unity Personal Financial Services Ltd

Licence Number:
000234459

ABN:
26 098 725 145

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

Qualifications
Monash University
Bachelor of Business (Bkg & Fin)
Deakin University
Diploma of Financial Planning
University of NSW
Masters of Tax

Memberships
Chartered Tax Advisor of the Tax Institute
Fellow of the Financial Planning Association of Australia
Fellow of the Financial Services Institute of Australasia
Registered Tax Agent 22060015 [Tax Practitioners Board]
SMSF Specialist Advisor with the SMSF Association