CRAIG BARNES


Licensee: EQUITY TRUSTEES SUPERANNUATION LIMITED

CRAIG BARNES (Adviser# 000398567) 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 7, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name CRAIG BARNES
Adviser Number 000398567
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2011
Financial Service (AFS) Licence Licence# 000229757
EQUITY TRUSTEES SUPERANNUATION LIMITED
Licence ABN 50055641757
Licence Controlled By EQT Holdings Limited
EQUITY TRUSTEES LIMITED
Adviser Start Date 2015-12-07
Appointing Representative Name EQUITY TRUSTEES SUPERANNUATION LIMITED
Appointing Representative Number 000229757
Appointing Representative ABN 50055641757
Memberships Financial Planning Association of Australia (FPA)
Financial Planning Association of Australia (FPA)
Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • CRAIG BARNES
  • ·
  • 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
Bachelor of Business Monash University
Bachelor of Business Monash University
Bachelor of Business Monash University
Diploma of Financial Planning Kaplan Professional Education
Diploma of Financial Planning Kaplan Professional Education
Diploma of Financial Planning Kaplan Professional Education
Graduate Diploma of Applied Finance and Investment Securities Institute of Australia
Graduate Diploma of Applied Finance and Investment Securities Institute of Australia
Graduate Diploma of Applied Finance and Investment Securities Institute of Australia
Margin Lending and Geared Investments Kaplan Professional Education
Margin Lending and Geared Investments Kaplan Professional Education
Margin Lending and Geared Investments Kaplan Professional Education
Self Managed Superannuation Funds Kaplan Professional Education
Self Managed Superannuation Funds Kaplan Professional Education
Self Managed Superannuation Funds Kaplan Professional Education

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000229757 EQUITY TRUSTEES SUPERANNUATION LIMITED
Licence controlled by: EQT Holdings Limited ~ EQUITY TRUSTEES LIMITED
2015-12-07 - EQUITY TRUSTEES SUPERANNUATION LIMITED
000234528 EQUITY TRUSTEES WEALTH SERVICES LIMITED
Licence controlled by: EQT Holdings Limited ~ EQUITY TRUSTEES LIMITED [Date Ceased: 27/02/2016]
2015-12-07 - EQUITY TRUSTEES WEALTH SERVICES LIMITED
000240975 EQUITY TRUSTEES LIMITED
Licence controlled by: EQT Holdings Limited
2015-12-07 - EQUITY TRUSTEES LIMITED
000233714 WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION
Further restrictions: Excluding Self Managed Superannuation Funds
2013-07-25 - 2015-12-07 WESTPAC BANKING CORPORATION
000399032 L1-PLAN PTY LTD 2011-07-27 - 2013-01-22
000300219 M1-PLAN PTY LTD 2011-07-27 - 2013-06-20
000232706 AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
2011-02-08 - 2011-07-27

Licensee Information

Licence Name EQUITY TRUSTEES SUPERANNUATION LIMITED
Licence Number 000229757
Licence ABN 50055641757

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JEFF SITTERS Equity Trustees Superannuation Limited Current 2016-03-15
RYAN LISSON Equity Trustees Superannuation Limited Current 2015-09-25
JOHN NELLIGAN Equity Trustees Superannuation Limited Current 2015-07-06
KERRIE SLES Equity Trustees Superannuation Limited Current 2015-06-04
STEVEN LEUNG Equity Trustees Superannuation Limited Current 2015-06-04
JAMES BRESCIA Equity Trustees Superannuation Limited Ceased 2015-01-08
BERNARD PETER O'BRIEN Equity Trustees Superannuation Limited Ceased 2013-05-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JEFF SITTERS Equity Trustees Superannuation Limited Current 2016-03-15
RYAN LISSON Equity Trustees Superannuation Limited Current 2015-09-25
JOHN NELLIGAN Equity Trustees Superannuation Limited Current 2015-07-06
KERRIE SLES Equity Trustees Superannuation Limited Current 2015-06-04
STEVEN LEUNG Equity Trustees Superannuation Limited Current 2015-06-04
JAMES BRESCIA Equity Trustees Superannuation Limited Ceased 2015-01-08
BERNARD PETER O'BRIEN Equity Trustees Superannuation Limited Ceased 2013-05-01

Competitor

Search similar business entities

Improve Information

Please comment or provide details below to improve the information on .

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.