Craig is a Private Wealth Adviser in the Melbourne office for Shadforth Financial Group.
Craig holds a Bachelor of Business (Accounting), is a Certified Practising Accountant (CPA)and has attained the Financial Planning Specialist designation with CPA Australia. Craigis a CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner via the Financial Planning Association of Australia. CFP® is an internationally recognised mark and the pre-eminent globalrepresentation of the profession of financial planners.
Craig began his career in public accounting where he specialised in tax and accounting beforetransitioning to financial advice and wealth management. Craig leverages his tax expertisewith his knowledge of asset structures to implement tailored financial and investmentportfolios that directly respond to client needs and aspirations. He translates highly complexfinancial and investment strategies into easily understood advice so that his clients understandthe options available to them and the trade-offs to their decisions. His expertise is especiallysought by senior executives working in the telecommunications, construction, engineering,and stevedoring industries.
Away from work, Craig is a passionate Hawthorn Football Club follower and enjoys cycling and music. He is married with two daughters.
