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Craig Atkinson

Senior Wealth Adviser, BAppSc

Comprehensive investment and wealth management advice

Extensive Financial Experience and Comprehensive Strategies  

Craig has over 25 years of investing and trading experience and working with our extensive team of Superannuation strategists, is able to provide comprehensive Investment portfolio management plus Superannuation and retirement investment advice.

Authorisations

Craig Atkinson can advise on the following product areas:

  • Provide financial product advice
  • Deposit and Payment Products
  • Government Debentures, Stocks or Bonds
  • Managed Investment Schemes
  • Securities 

Qualifications

  • Ethics and Professionalism in Financial Advice, KAPLAN, 2019 
  • Professional Diploma in Stockbroking, 2010 
  • Margin Lending, Stockbrokers Association of Australia, 2010 
  • ASIC PS146 Compliance (Securities and Managed Investments), 2002