Craig Benham

Name
Craig Benham
ID
307492
ABN
–
First Provided Advice
2000

Qualifications

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

  • 1991 - Bachelor of Arts (Economics), Graduate Diploma in Business Studies - - University of New England
  • 1994 - Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA) - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
  • 1996 - Diploma of Financial Planning - - RMIT University
  • 2000 - Certified Financial Planner - Professional Designations - Financial Advice Association of Australia Limited
  • 2009 - SMSF Specialist Advisor - Professional Designations - SMSF Association Ltd
  • 2021 - GSZ458 Ethics and Professional Relationships - Bridging Course - Ethics - Queensland University of Technology
  • 2022 - TASACLv3 Commercial Law - Other - Kaplan Education Pty Ltd (T/A Kaplan Professional)
  • 2022 - TFAv1 Tax for Financial Advising - Other - Kaplan Education Pty Ltd (T/A Kaplan Professional)

Memberships

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

  • Financial Advice Association of Australia (FAAA)
  • SMSF Association

Licencee

Status
Ceased
Licence Holder
Fitzpatricks Private Wealth Pty Ltd (#247429)
Commenced
Jan. 23, 2023
Ceased
July 19, 2023
Status
Ceased
Licence Holder
Forsyths Financial Services Pty Ltd (#259938)
Commenced
Nov. 10, 2006
Ceased
July 1, 2021
Status
Current
Licence Holder
Minchin Moore Private Wealth Pty ltd (#480194)
Commenced
July 19, 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