CRAIG GODFREY (Adviser# 000373903) 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 December 23, 2016.
| Register Name | Financial Advisers |
| Adviser Name | CRAIG GODFREY |
| Adviser Number | 000373903 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2000 |
| Financial Service (AFS) Licence |
Licence# 000334028 FUNDAMENTAL FINANCIAL PLANNING PTY LTD |
| Licence ABN | 27134225791 |
| Licence Controlled By | David Garth McLean |
| Adviser Start Date | 2016-12-23 |
| Appointing Representative Name | FUNDAMENTAL FINANCIAL PLANNING PTY LTD |
| Appointing Representative Number | 000334028 |
| Appointing Representative ABN | 27134225791 |
| Memberships |
Financial Planning Association of Australia (FPA) SMSF Association Tax Practioners Board (TPB) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce | University of Port Elizabeth, South Afrtica |
| Bachelor of Law | University of Port Elizabeth, South Africa |
| Certified Financial Planner | FPA |
| Certified Financial Planning Practitioner | Deakin University - International Conversion |
| Post Graduate Diploma of Financial Planning | University of Orange Free State, South Africa |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000334028 |
FUNDAMENTAL FINANCIAL PLANNING PTY LTD
Licence controlled by: David Garth McLean |
2016-12-23 - | FUNDAMENTAL FINANCIAL PLANNING PTY LTD |
| 000247429 |
FITZPATRICKS PRIVATE WEALTH PTY LTD
Licence controlled by: FTZ TOPCO PTY LTD ~ ftz holdco pty ltd ~ ftz mezzco pty ltd ~ yorkway (victoria) bidco pty ltd |
2015-06-29 - 2016-12-22 | FITZPATRICKS PRIVATE WEALTH PTY LTD |
| 000227867 |
SUNSUPER FINANCIAL SERVICES PTY LTD
Licence controlled by: SUNSUPER PTY. LTD. |
2011-08-02 - 2014-12-04 | |
| 000234951 |
PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD |
2010-07-23 - 2011-07-26 | CRAIG GODFREY |
| Licence Name | FUNDAMENTAL FINANCIAL PLANNING PTY LTD |
| Licence Number | 000334028 |
| Licence ABN | 27134225791 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| PETER MICHAEL TROUNCE | Fundamental Financial Planning Pty Ltd | Current | 2016-02-06 |
| DAVID GARTH MCLEAN | Fundamental Financial Planning Pty Ltd | Current | 2009-03-23 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| PETER MICHAEL TROUNCE | Fundamental Financial Planning Pty Ltd | Current | 2016-02-06 |
| DAVID GARTH MCLEAN | Fundamental Financial Planning Pty Ltd | Current | 2009-03-23 |
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| 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.