CRAIG RICHARDS


Licensee: CROWN WEALTH GROUP PTY LTD

CRAIG RICHARDS (Adviser# 000289656) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is July 13, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name CRAIG RICHARDS
Adviser Number 000289656
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2005
Financial Service (AFS) Licence Licence# 000494274
CROWN WEALTH GROUP PTY LTD
Licence ABN 22603037510
Adviser Start Date 2018-07-13
Appointing Representative Name MONEY ORCHARD PTY LTD
Appointing Representative Number 000328474
Appointing Representative ABN 48130808927
Memberships Mortgage and Finance Association of Australia

Authorisations to provide financial product advice

  • CRAIG RICHARDS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Services (Financial Planning) Pinnacle Financial Services Academy
Cavendish & ICFS Specialist SMSF Course The University of Adelaide
DPML Margin Lending Pinnacle Financial Services Academy
Diploma of Financial Services (Financial Planning) Financial Services Training and Assessment

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000494274 CROWN WEALTH GROUP PTY LTD 2018-07-13 - MONEY ORCHARD PTY LTD
000494274 CROWN WEALTH GROUP PTY LTD 2018-04-20 - 2018-07-12 CROWN WEALTH GROUP PTY LTD
000344762 SENTINEL PRIVATE WEALTH PTY LTD 2015-01-07 - 2018-04-22 SENTINEL PRIVATE WEALTH PTY LTD
000238478 FUTURO FINANCIAL SERVICES PTY LTD
Licence controlled by: HIGHFIELD GROUP PTY LTD
2013-05-07 - 2014-12-23 CRAIG RICHARDS
000238030 WEALTHSURE PTY LTD 2006-08-07 - 2013-05-06 CRAIG RICHARDS
000297239 A.C.N. 116 900 362 LIMITED 2006-04-12 - 2006-06-07 CRAIG RICHARDS
000259586 A.C.N. 055 796 211 LIMITED 2005-12-19 - 2006-04-12 CRAIG RICHARDS
000281613 HLP FINANCIAL PLANNING PTY. LTD. 2005-06-11 - 2006-01-09 CRAIG RICHARDS

Licensee Information

Licence Name CROWN WEALTH GROUP PTY LTD
Licence Number 000494274
Licence ABN 22603037510

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
COURTNEY LISTER Crown Wealth Group Pty Ltd Current 2018-08-24
KIRILEY ROPER Crown Wealth Group Pty Ltd Current 2018-08-16
LYLE EVAN ALEXIS FILER Crown Wealth Group Pty Ltd Current 2018-08-16
JOHN CHARLES CANNON Crown Wealth Group Pty Ltd Current 2018-08-16
BRADLEY TUPPACK Crown Wealth Group Pty Ltd Current 2018-08-16
TIMOTHY JOHN ARCHIBALD Crown Wealth Group Pty Ltd Current 2018-08-16
JOHN GRIMA Crown Wealth Group Pty Ltd Current 2018-07-31
JIM FAIRHALL-DICKIE Crown Wealth Group Pty Ltd Current 2018-07-30
CHAD BROOKES Crown Wealth Group Pty Ltd Current 2018-07-18
BRONWYN HOLZHEIMER Crown Wealth Group Pty Ltd Current 2018-07-12

Competitor

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.