Craig Alexander Gordon

Name
Craig Alexander Gordon
ID
1000995
ABN
First Provided Advice
2005

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2003 - Bachelor of Commerce (Accounting and Finance) - Bachelor Degree (AQF 7) - Griffith University
  • 2005 - Graduate Diploma of Chartered Accounting - Graduate Diploma (AQF 8) - Chartered Accountants Australia New Zealand (formally ICAA)
  • 2010 - Margin Lending and Geared Investments & Accredited Derivatives Adviser Level 1 Courses - Other - Kaplan Professional
  • 2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
  • 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Chartered Accountants Australia and New Zealand (CA ANZ)

Licencee

Status
Ceased
Licence Holder
Commonwealth Financial Planning Limited (#231139)
Commenced
Aug. 9, 2011
Ceased
Sept. 24, 2021
Status
Ceased
Licence Holder
Horsey Jameson Bird Pty. Ltd. (#222029)
Commenced
Oct. 1, 2022
Ceased
May 30, 2023
Status
Ceased
Licence Holder
Horsey Jameson Bird Pty. Ltd. (#222029)
Commenced
Nov. 1, 2021
Ceased
Sept. 30, 2022
Status
Current
Licence Holder
Alliance Wealth Pty ltd (#449221)
Commenced
Aug. 24, 2023

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Magnitude Group Pty Ltd (#221557)
Commenced
March 20, 2010
Ceased
March 11, 2011
Status
Ceased
Licence Holder
Merit Wealth Pty Ltd (#409361)
Commenced
March 13, 2011
Ceased
June 30, 2011