Craig is a private client adviser in our Melbourne office. Craig began his career in public accounting with Campbell Wallis Moule & Co, where he specialised in tax and accounting before transitioning into financial advice and wealth management. In 1995 Craig joined Outlook Financial Solutions which merged with Shadforth in 2011 operating under SFG Australia.
Craig leverages his tax expertise with his knowledge of asset structures to implement tailored financial and investment portfolios that directly respond to client needs and aspirations. Craig’s expertise is sought by senior executives working in the telecommunications, construction, engineering, and stevedoring industries. Craig translates highly complex financial and investment strategies into easily understood advice so that his clients understand the options available to them and the trade-offs to their decisions.
Craig holds a Bachelor of Business (Accounting), is a Certified Practising Accountant and has attained the Financial Planning Specialist designation with CPA Australia.