Craig Medlow – Financial Adviser
Adviser identifying number: 239805
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001
Name of the licence holder: KAIZEN WEALTH PTY LTD
Licence number: 480797
Licensee’s ABN:
Licence controlled by:
The date the Financial Adviser commenced the appointment: 18/12/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINSEC PARTNERS PTY LTD
Authorised Representative identifying number: 354394
Authorised Representative’s ABN: 98135591829
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 Banking and International Finance – Flinders University of South Australia
- Cavendish & ICFS Specialist SMSF – Cavendish
- Graduate Diploma in Financial Planning – Finsia
- Graduate Diploma of Applied Finance and Investment – Securities Institute
- Professional Certificate in Self Managed Superannuation – University of Adelaide
Relevant memberships of professional bodies or industry associations:
- SMSF Association
- SSA SMSF Specialist Accreditation (SPAA)
- SSA ? SMSF Specialist Accreditation (SPAA)
Craig Medlow 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
- Margin Lending Facility / Standard Margin Lending Facility