Craig Barnes Email

Senior Financial Advisor @ Ledgersmith

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Craig Barnes Location

Melbourne, VIC, AU

Craig Barnes Work

2025 -now Senior Financial Advisor @
2015 -2025 Senior Private Client Adviser @
2013 -2015 Financial Planner @
2011 -2013 Financial Adviser @ Financial Technology Securities
2011 -2011 Financial Adviser @
2009 -2010 Senior Institutional Sales Manager @
2007 -2008 Institutional Sales Manager @
2004 -2007 Head of Distribution @ MacarthurCook Limited

Craig Barnes Education

FASEA
Ethics Course (Finance and Financial Management Services)
2020-2020
Kaplan Professional
Ethics and Professionalism in Financial Advice (Finance and Financial Management Services)
2020-2020
Mentor Education
Advanced Diploma of Financial Planning (Financial Planning)
2018-2018
Kaplan Professional
Self Managed Super Funds (Financial Planning and Services)
2013-2013
Kaplan
Diploma (Financial Services (Financial Planning))
2008-2009
FINSIA
Grad Diploma (Applied Finance and Investment)
2002-2005
Monash University
BBus (Accounting, Economics)
1996-2002
ASFA and Macquarie University
Diploma (Programming Technology)
1991-1991

Craig Barnes Skills

Investments
Financial Planning
Superannuation
Equities
Retirement Planning
Mortgage Planning
Margin Lending
Strategic Financial Planning
Wealth
estate planning
Insurance
Managed Funds
Asset Allocation
Pensions
Financial Risk
Wealth Management Services
Finance
Investment Strategies
Financial Advisory
Wealth Management
Retirement
Investment Advisory
Investment Management
Income Protection
Microsoft Teams

Craig Barnes Summary

Craig Barnes, based in Melbourne, VIC, AU, is currently a Senior Financial Advisor at Ledgersmith. Craig Barnes brings experience from previous roles at Equity Trustees, Bank of Melbourne, Financial Technology Securities and AMP. Craig Barnes holds a 2020 - 2020 Ethics Course in Finance and Financial Management Services @ FASEA. With a robust skill set that includes Investments, Financial Planning, Superannuation, Equities, Retirement Planning and more. Craig Barnes has 2 emails on RocketReach.

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