Private Client Adviser
Craig is a Private Client Adviser in the Perth office for the Shadforth Financial Group.
Education and experience
Craig has a Bachelor of Business, an Advanced Diploma in Financial Planning and holds the internationally recognised CERTIFIED FINANCIAL PLANNER® practitioner designation, which is the highest qualification for financial advisers in the profession.
In 2017, Craig was recognised in The Australian’s Top 50 Financial Advisers in Australia, in association with Barron’s. He moved to Australia from the United States in 2007 and has been with the company since 2008. He specialises in working with senior executives and professional clients to ensure they remain financially organised and on track to achieve their personal goals. He believes in a commitment to personal service and building long-term relationships through best advice principals.
Outside of work
Outside of work, Craig devotes his time to his young family as well as sporting pursuits including soccer, basketball and golf.