Data sourced from ASIC Financial Advisers Register
Financial Adviser · THE JUNCTION, NSW

Craig Chapman

THE JUNCTION, NSW
27 Years experience
Tax advice
authorised
ASIC Registered · ADV 000252842
Practice
Craig Chapman Financial Services
The Junction, NSW (practice address on ASIC register)
Licensed through Matrix Planning Solutions
View practice

About Craig Chapman

Craig Chapman is a financial adviser based in The Junction, New South Wales, with 27 years of experience in the financial services industry since 1999. Craig works at Craig Chapman Financial Services, which is licensed through Matrix Planning Solutions Limited. Craig holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Craig's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education. Craig is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Margin Lending and Geared Investments Course
Kaplan Professional
2014
TASA and the TPB Code of Professional Conduct Course
Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education
2023
SMSF Regulations and Taxation Course
Kaplan Higher Education

Registration History

Matrix Planning Solutions Limited
Jun 2022 - Present Current
A.C.N. 133 593 012 PTY LTD
Apr 2009 - Jun 2022 Ceased
Excludes SMSF

Source: ASIC Financial Advisers Register