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Financial Planner Profile

Name: Craig Philips

Qualifications: Senior Financial Advisor with over 20 years’ experience in the financial services industry

Craig’s experience covers a very broad range of services that include a truly holistic and personalised approach to putting clients in a better position by being their project manager – to help get things done right.

Craig has worked extensively in portfolio construction, tax planning, retirement planning, pensions, social security, aged care, managed funds, direct equities, estate planning as well as all forms of superannuation including SMSFs , defined benefit funds and personal insurance advice.

As a planner Craig finds it very motivating to make a real difference to families and business by finding out what’s important to them, putting robust and workable plans in place and then to provide the ongoing service to help them achieve their goals.

Craig’s qualifications include:

Certified Financial Planner studies, Fellow Chartered Financial Practitioner, Bachelor of Economics, Advanced Diploma of Financial Planning, Diploma of Company Directors.

Craig’s accreditations include:

Tax (Financial) Adviser

Society of Trust and Estate Practitioners (STEP)

Justice of the Peace

Self Managed Super Fund Specialist ( Committee member of ACT branch )

Aged Care Specialist

Documents:

  • Financial Services Guide

Financial Planning Services:

  • Wealth Protection (Personal & Business Insurance)
  • Cash-flow Management
  • Aged Care
  • Government Entitlements
  • Superannuation/Public Sector (including State and Commonwealth Defined Benefits) +SMSF
  • Retirement Planning
  • Direct Shares + Portfolio Management
  • Estate Planning
  • Redundancy

Products offered: