Craig offers more than 23 years of experience advising retail clients, high net worth individuals, and intermediaries. He has cultivated a loyal client base with long-standing and trusted relationships.
Craig excels in providing tailored guidance across diverse investment options, enabling retail clients to achieve their financial goals. His approach is built on delivering actionable investment insights, crafting robust wealth preservation strategies. With an in-depth understanding of the Australian investment landscape, Craig identifies and capitalises on opportunities for his clients.
Furthermore, he has a strong understanding of managing deceased estates, including the processes involved in selling and transferring shares.
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