Associate Financial Adviser
Qualifications: Diploma Financial Planning
Craig joined our team in 2018 as an Associate Financial adviser, he is learning the ropes while he studies his Advanced Diploma of Financial Planning. He works from our Rockhampton and Gladstone Offices, addressing client queries, assisting advisers with research, preparing your Statement of Advice, and new business paperwork and implementation. Once his training and study are complete he will be working full time from our Gladstone office as a Financial Adviser.
Craig has over 10 year of experience in sales and marking before moving into the banking and finance industry for the last 4 years. He takes pride in taking his time to understand what is important to his client and takes pleasure in assisting them achieve their goals.
When he is not working Craig enjoys spending time with his wife and three young children and playing hockey.