Craig McGowen

Millennium Wealth

Gold

9 Yrs Experience

Sydney, NSW 2000

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Experienced Financial Adviser with a demonstrated history of working in the financial services industry. Skilled in retirement planning and superannuation strategies, investment strategies, budget and cash flow management, debt management, personal insurance, Centrelink and other government benefits. I believe in developing long term relationships with clients to allow them to reach their financial goals.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Shares & Investments
Redundancy
Cashflow & Income
Complex Investments
Socially Responsible
Small Business Advice
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 September 2023

Craig is very easy to talk to, makes you feel comfortable, gave great advice and is available on request to clarify any concerns I had..

5.00 September 2023

He was prepared for our meeting and answered all the questions I asked

4.00 September 2023

Comment not provided

3.75 September 2023

Comment not provided

5.00 September 2023

A very diligent and understanding of my own personal circumstances. Craig had done his "homework" and prepared well for our meeting. Gives practical and easy to understand advice.

Adviser status Gold
Rating 4.83
Number of reviews 13
First year providing advice 2015
Years of experience 9
Highest qualification
- Bachelor of Commerce (Hospitality Management and Marketing)
Language spoken
- English

Millennium Wealth

Level 8, 82 Elizabeth St
Sydney, NSW 2000

8:00am – 5:00pm Monday – Friday

Alliance Wealth Pty Ltd

AFSL 449221

Craig McGowen

Millennium Wealth

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Millennium Wealth

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Alliance Wealth Pty Ltd