The practice is led by a highly qualified principal consultant who has established a reputation for quality advice and professionalism and supported by a well-resourced team whose individuals are selected for their passion to provide personalised advice and build mutually beneficial relationships with clients. The experience and specialist qualifications of each team member are critical foundations to delivering the outcomes our clients expect.
B.Bus (Acc) CPA CFP FPS
Craig is a Principal Consultant, Certified Financial Planner and Certified Practicing Accountant with over 20 years experience in finance and accounting. He works with his clients to achieve their maximum financial potential based on their lifestyle goals, personal ambitions, and attitude to risk. He weighs his success on the quality of his strategic advice and his commitment to ongoing service.
In developing optimal financial strategies, Craig focuses on ensuring clients understand all the options available to them and the implications of the choices they make. This provides clients with ‘peace of mind’ in all their important investment decisions.
Craig has been an Authorised Representative with Godfrey Pembroke (and formerly Deutsche Bank Financial Planning) for 13 years. Prior to this, Craig worked in accounting and audit for major corporations including BHP and Deutsche Bank.
Craig presents seminars for organizations including Centrelink and outplacement agencies and has written technical articles for the CPA society. He was also selected to be on his licensees Managed Investments Advisory Board (MIAG), being responsible for the review and recommendation of various investments to the licensee approved list.
Craig is an accredited advisor for several accounting firms and organizations including PLUM, Australian Super and the ASX.
BCom BEcon GDipFinPlanning CFP
Ryan is an Associate Adviser with more than five years’ experience in wealth management.
Ryan is actively involved in delivering advice to clients and has a high level of expertise in developing and illustrating alternative strategies so clients are empowered to make informed decisions.
In furthering his expertise Ryan has completed a double degree in Commerce and Economics (majoring in finance and international trade & finance) at the University of Queensland as well as a Graduate Diploma of Financial Planning at the Financial Services Institute of Australasia. He is also a Certified Financial Planner, which is the highest level of accreditation that a financial planner can achieve.
Ryan is an integral member of our client service team and works closely with Craig to provide quality advice and timely solutions to clients.
Ryan is an Authorised Representative of Godfrey Pembroke Limited.