Professional experience

Craig has been providing holistic advisory services for clients of Nexia Sydney 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.

Given his international experience, Craig also assists those clients with cross jurisdictional issues, whether as expatriates relocating overseas or as non-residents relocating to Australia. The regulatory and technical requirements for cross border advice is quite onerous and the combination of Craig’s skillset in this area along with the specialities in the global Nexia network allows him to provide comprehensive advice to his clients. All of Craig’s portfolios are carefully structured in accordance with his clients’ specific financial and personal objectives. Importantly, a lot of time is spent with the client to ensure they properly understand the relative merits of the recommended strategy against potential alternatives. Craig is committed to delivering the best possible level of service, and his broad spectrum of loyal clients and on-going business referrals is a direct reflection of his expert advice and strategies.

Craig has regularly been recognised as a leading financial planner by the AFR Smart Investor Masterclass and he prides himself on ensuring his technical skills are as strong as possible at all times. Nexia Sydney Financial Solutions operates on a fee for service basis, providing the right environment to ensure Craig and his team are able to customise strategies, financial solutions and exercise their experienced advice to suit each individual client’s situation, requirements and circumstances.

At Nexia you benefit from objective, professional advice within a holistic financial framework. Our Financial Services team has the combined intelligence and resources to assist you in assessing your financial health and selecting the right products and investments to structure a financial plan that suits your individual goals and life-stage. We believe you will benefit from someone who takes the time to fully understand your individual goals and objectives and has the knowledge to not only tailor the recommended solutions accordingly but to do so in a way that is clear and concise.

Craig is an Authorised Financial Planning Representative. He holds a Bachelor of Business (Banking and Finance), a Master of Taxation, CERTIFIED FINANCIAL PLANNER® Designation and a Diploma of Financial Planning (Australia). He also holds; the Advanced Certificate of Financial Planning (UK) and was the Runner Up in the 2019 PlanPlus Global Financial Planning Awards.

Expertise

• UK Pension Transfers
• Retirement planning
• Wealth Accumulation
• Debt Consolidation
• Estate Planning
• Financial Planning
• Insurance
• Investment Planning
• Superannuation Solutions

Qualifications

Certified Financial Planner
Master of Taxation
Bachelor of Business (Banking & Finance)
Diploma of Financial Planning
Advanced Certificate of Financial Planning (UK)
2019 PlanPlus Global Financial Planning Runner Up in the European Division