Craig James Smith – Financial Adviser

Adviser identifying number: 1241626
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: ACCRU WEALTH MANAGEMENT PTY LTD
Licence number: 238520
Licensee’s ABN: 43083409714
Licence controlled by: GREGORY DEAN WINNETT ~ JAMES PETER PASTELLAS ~ PETER JOHN BRINDLEY ~ RICHARD JAMES ADDISON ~ ROBERT ANDREW LANE ~ SIMON GRANT HILTON

The date the Financial Adviser commenced the appointment: 05/05/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ACCRU WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 238520
Authorised Representative’s ABN: 43083409714

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • Bachelor of Business – Finance – Swinburne
  • Graduate Diploma of Financial Planning – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

Craig James Smith is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation