Professional experience
Craig has been providing holistic advisory services for clients of Nexia Australia since 2003. His focus is on providing wealth accumulation and retirement planning advice for individuals, executives and small to medium-sized business owners. Given his international experience, Craig also assists those clients with cross jurisdictional issues, whether as expatriates or as non-residents relocating to Australia.
Craig believes his clients should be well informed and regularly conducts in-house seminars for new and existing clients on such topics as retirement income strategies, alternative investment strategies and briefings on the current financial environment. Craig not only identifies potential new investment opportunities but also any existing investments that could be under-performing and therefore a threat to his client’s financial objectives.
Craig has been accredited in the AFR Smart Investor Top 50 Financial Planners Masterclass for 2008, 2009, 2010 and for 2011.
Nexia Financial Solutions operates on a fee for service basis, providing the right environment to ensure Craig is able to customise his strategies, financial solutions and exercise his experienced advice to suit each individual client’s situation, requirements and circumstances.
Committed to delivering the best possible level of service, his broad spectrum of loyal clients and on-going business referrals is a direct reflection of his expert advice and strategies.
Qualifications
Certified Financial Planner
Master of Taxation
Bachelor of Business (Banking & Finance)
Diploma of Financial Planning
Advanced Certificate of Financial Planning (UK)
2019 PlanPlus Global Financial Planning Runner Up in the European Division
