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.
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Expertise
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 36
- First year providing advice 1991
- Years of experience 34
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Navwealth Financial Group Pty Ltd
Level 1, 154 Pacific HighwaySt Leonards, NSW 2065
Opening hours
- 8:30am – 5:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Amp Financial Planning Pty Ltd
AFSL 232706