Craig Gava

Compliance Officer at Lifespan Financial Planning
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Baulkham Hills, New South Wales, Australia, AU
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Experience

  • Lifespan Financial Planning
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Compliance Officer
      • May 2022 - Present

  • Padua Solutions
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Paraplanning Quality Assurance Manager
      • Oct 2021 - Apr 2022

  • Profile Financial Services
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Financial Adviser
      • Sep 2020 - Aug 2021

      Servicing Adviser to regional client base.

    • Compliance Manager
      • Mar 2019 - Sep 2020

      Paraplanning contracting before becoming employed compliance manager.

  • Onebody Health & Fitness
    • Australia
    • Wellness and Fitness Services
    • 1 - 100 Employee
    • Assistant Coach
      • Oct 2018 - Feb 2019

  • Profile Financial Services
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Compliance Manager
      • May 2018 - Sep 2018

  • onePlan Financial Planning
    • Australia
    • Financial Services
    • Paraplanner
      • Sep 2016 - Apr 2018

    • Paraplanning Contractor
      • Sep 2010 - Aug 2016

  • Count Financial
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Paraplanning Contractor
      • Oct 2006 - Aug 2010

    • Paraplanning Team Manager
      • Apr 2006 - Sep 2006

    • Compliance Auditor
      • Feb 2004 - Mar 2006

      Queensland, South Australia and Northern Territory auditor.

    • Adviser Services Team
      • Nov 2002 - Jan 2004

      Member Services Team - Call Centre

  • BT
    • Australia
    • Financial Services
    • 700 & Above Employee
    • Client Relations Consultant
      • May 2000 - Oct 2002

      Client and adviser call centre consultant. Client and adviser call centre consultant.

Education

  • Securities Institute of Australia
    Graduate Diploma of Applied Finance and Investment, Finance, General
    -
  • FASEA Standards Authority
    Financial Advisers Exam, Passed
    2020 - 2020
  • Kaplan Professional
    Financial Planner Level 1 (Diploma), Financial Planning and Services
    2016 - 2017
  • FINSIA
    Graduate Diploma of Financial Planning, Financial Planning and Services
    -
  • Domus Academy
    Master - Industrial Design, Industrial and Product Design
    -
  • University of Newcastle
    Bachelor – Industrial Design, Industrial and Product Design
    -

Community

You need to have a working account to view this content. Click here to join now