Private Client Adviser – ipac south australia
67 Greenhill Road,
Wayville SA 5034
Craig has been a trusted adviser to clients for over 10 years, and is a member of Financial Planning Association of Australia.
As a CERTIFIED FINANCIAL PLANNER® professional, Craig feels he is in a privileged position of being able to help his clients achieve their most important financial and lifestyle goals. He has a passion for helping clients identify, achieve and maintain their desired lifestyle and gets a great sense of satisfaction helping clients use their money to its full potential.
Craig’s commitment to helping his clients means that they:
~ have a clear plan that gives them complete confidence in the direction they are heading,
~ experience life without getting bogged down in the minor details of their personal finances,
~ find the right balance between saving for the future and enjoying their lifestyle in the present,
~ have increased probability that they will achieve their goals, and
~ live without fear of running out of money.
Away from work, Craig loves spending time with his two children Harvey and Darcy. He is also a keen athlete and enjoys the outdoors.