Data sourced from ASIC Financial Advisers Register
Financial Adviser · HOLLYWELL, QLD

Craig Duncombe

HOLLYWELL, QLD
20 Years experience
Tax advice
authorised
ASIC Registered · ADV 000282535
Practice
Family Wealth Professionals
Hollywell, QLD (practice address on ASIC register)
Licensed through Vision Planning & Finance (Aust)
View practice

About Craig Duncombe

Craig Duncombe is a financial adviser based in Hollywell, Queensland, with 20 years of experience in the financial services industry since 2006. Craig works at Family Wealth Professionals, which is licensed through Vision Planning & Finance (Aust). 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 Bachelor of Business (Accounting) from University of Technology Sydney. Craig is a member of Australian Tax Practitioners Board, Financial Advice Association of Australia (FAAA), Financial Services Institute of Australasia and Mortgage & Finance Association of Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products

Authorised to provide tax financial advice services

Qualifications and Training

1993
Bachelor of Business (Accounting)
University of Technology Sydney
1998
Diploma in Technical Analysis
Australian Technical Analysis Association
1999
Graduate Diploma Applied Finance and Investment
Securities Institute Australia
2012
Diploma of Financial Planning (Mortgage Broking)
SWSIT (NSW)
2013
ICFS Specialist SMSF Course
University of Adelaide

Registration History

Vision Planning & Finance (Aust) Pty Ltd
Aug 2022 - Present Current
MCA FINANCIAL PLANNERS PTY. LTD.
Apr 2009 - Aug 2022 Ceased

Source: ASIC Financial Advisers Register