Craig Gordon

GPW Financial Planning

Gold
19 Yrs Experience
Shailer Park, QLD 4128

Craig heads up our financial adviser team at GPW Financial Planning with over 20 years’ experience in the financial services industry.

Since beginning his professional career as an accountant in 2002, Craig achieved his Chartered Accounting qualification in 2004 before transitioning to a financial planning role soon thereafter. With the desire to gain some international experience, Craig moved to London in 2007, holding Product Control/ Fund Accountant roles with JP Morgan Chase and Bank of New York before moving back to Australia at the end of 2009 to start a family. Over the last 14 years, Craig has held a number of Senior Financial Adviser roles, with the vast majority of his time spent helping clients within the Commonwealth Bank’s Premier Banking division with their financial and protection needs. Craig is a fully qualified financial advisor having met all industry requirements and has further specialist knowledge in self-managed super funds, margin lending, estate planning and financial derivatives.

Throughout his career, Craig’s success has been built on establishing and maintaining deep long-term relationships with his clients, careful investigation of each client’s goals and utilizing his extensive professional network. This enables him to offer the complete spectrum of financial strategies tailored to build and preserve wealth.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 2005
  • Years of experience 19
  • Highest qualification
    • Graduate Diploma - Chartered Accountant Program
  • Language spoken
    • English

GPW Financial Planning

151 Koolan Cres
Shailer Park, QLD 4128

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221