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
My fees
Recent reviews
At a glance
- Adviser status Gold
- Rating
- 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 CresShailer Park, QLD 4128
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Alliance Wealth Pty Ltd
AFSL 449221