With almost 30 years in financial services, Craig has built a solid reputation for providing tailored advice for his clients. Starting his career as a paraplanner in 1996, he progressed to adviser, director, and eventually managing director – specialising in guiding clients through complex financial structures, including SMSF’s, trusts, companies, and complex estate planning.
He thrives on cultivating long-term relationships and simplifying complex financial matters into clear, actionable insights. He has won the “Value of Advice Award three times and was named State Adviser of the Year in 2015.
His specialties include retirement planning and self-managed super funds, where he aims to help clients achieve their ideal lifestyle now and in retirement.
Outside of work, Craig is passionate about personal wellness, frequently participating in sports and fitness activities such as AFL Masters football, basketball, triathlons, and mid- to long-distance running events. Married with two children, he enjoys both competing in and watching sports.
Bachelor of Economics, Diploma of Financial Planning, Specialist accreditation Accredited Listed Product Adviser (ALPA), Specialist accreditation in Margin Lending, Specialist accreditation in SMSF, Certified Financial Planner (CFP)®
Financial Advice Association of Australia (FAAA)
Your adviser is based at our Perth office
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