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Craig Wilford

Craig Wilford

Craig Wilford is Director of the Financial Services division at Nexia Sydney. Craig has had over 20 years experience as an authorised financial planner, both here in Australia as well as the UK.
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Professional experience

Craig has been providing holistic advisory services for clients of Nexia Australia since 2003. His focus is on providing wealth accumulation and retirement planning advice for individuals, executives and small to medium-sized business owners. Given his international experience, Craig also assists those clients with cross jurisdictional issues, whether as expatriates or as non-residents relocating to Australia.

Craig believes his clients should be well informed and regularly conducts in-house seminars for new and existing clients on such topics as retirement income strategies, alternative investment strategies and briefings on the current financial environment. Craig not only identifies potential new investment opportunities but also any existing investments that could be under-performing and therefore a threat to his client’s financial objectives.

Craig has been accredited in the AFR Smart Investor Top 50 Financial Planners Masterclass for 2008, 2009, 2010 and for 2011.

Nexia Financial Solutions operates on a fee for service basis, providing the right environment to ensure Craig is able to customise his strategies, financial solutions and exercise his experienced advice to suit each individual client’s situation, requirements and circumstances.

Committed to delivering the best possible level of service, his broad spectrum of loyal clients and on-going business referrals is a direct reflection of his expert advice and strategies.
 

Qualifications

Certified Financial Planner

Master of Taxation

Bachelor of Business (Banking & Finance)

Diploma of Financial Planning

Advanced Certificate of Financial Planning (UK)
 

News by Craig Wilford

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