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:

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