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