Craig Serjeant

Craig is a Principal and Private Client Adviser at Shadforth Financial Group. Craig completed a Bachelor of Science degree from Curtin University in 1972, and worked as a Pharmacist at Sir Charles Gairdner Hospital for the following twelve years. He became more interested in financial issues in the early 1980’s and completed a Post-Graduate Diploma in Applied Finance and Investment. with the Securities Institute of Australia. Craig’s interest in investment and the industry led him to change careers and he commenced financial planning practice in 1988. During this time he completed the necessary qualifications to become recognized with the industry standard as being a Certified Financial Planner. Part of the reason for Craig wanting to learn more about investments was for his own personal experience, and so this is one of the reasons why investors seek his advice, as he is recommending strategies and investments that he considers appropriate for his own investing. In recent years, Craig has acquired additional qualifications to become a specialist in the self managed superannuation fund area of advice, as this has been a growing area where specific advice is required. Craig has a particular interest in retirement planning advice, as this has been the main area that he focused on in our Practice, given that our client base was originally focused on retirement planning. While Craig still have a special interest in retirement planning, there are many clients that are in the accumulation phase of their financial planning, and this proved to be an equally satisfying area of advice for him.