Craig Banning

Navwealth Financial Group Pty Ltd

Platinum
34 Yrs Experience
St Leonards, NSW 2065

Hi I’m Craig – CEO, Director and Senior Wealth Adviser at Navwealth.

With over 30 years of experience in financial services and backed by a Masters degree in financial planning, I lead the friendly and professional team at Navwealth. Together we work to deliver on our strategic plans and provide services to a calibre that our clients expect and deserve.

As part of the leadership team, I follow a vision and strategy that entails mentoring and supporting the development of our people as we continue to grow. This focus allows us to remain adaptable and agile when change occurs, allowing us to thrive and continuously deliver extraordinary results for our clients.

It’s my belief that the value our profession contributes to people’s lives is extraordinary – especially because I have personally seen its impact on clients’ circumstances, health, financials and most importantly, their dreams and aspirations.

I am driven by seeing people grow and achieve their dreams, so I am extremely focused when helping clients define their lifestyle and financial goals, a passion that has been burning for over three decades. Clients often share with me how this has led to their success in making sure they focus on what is important to them and not getting distracted from achieving their life purpose. For me, this is what financial advice is all about.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.97
  • Number of reviews 36
  • First year providing advice 1991
  • Years of experience 34
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Navwealth Financial Group Pty Ltd

Level 1, 154 Pacific Highway
St Leonards, NSW 2065

Opening hours

  • 8:30am – 5:30pm Monday – Friday

Meeting methods

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

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706