Professional experience
Based in Newcastle, Craig is a Senior Executive Advisor on the PKF Wealth Creation team and was appointed as a Director in 2012.
He began his career as an Accountant in 1990 at his family's renowned manufacturing company, Ampcontrol Pty Ltd, where he gained valuable experience before moving into the chartered environment with Lawler Partners (now PKF) in 1993 as Superannuation Manager and has specialised as a financial advisor ever since.
Craig was engaged as a Senior Advisor from the earliest beginnings of PKF Wealth in 1998 due to his experience and specialist skill in the superannuation environment, and in particular with self-managed super funds.
Craig’s diverse background, which includes several years of public practice accounting experience, means he is able to provide his clients with a holistic approach to wealth maximisation across all entities and taxation structures.
Further to this, Craig is a specialist in superannuation, particularly self-managed superannuation funds. This skill set is integral to the service that Craig is able to offer to his clients, which is aimed at maximising and securing their financial future.
Recent examples of work include:
- Restructuring assets to give the most optimum taxation result
- Reorganising estate planning documents to eliminate leakage of assets upon demise and reduce risk of challenge
- Reorganising design on the Investment portfolio in line with our philosophy to obtain the best return outcome with comparable risk.
ASIC Authorised Representative number: 000239484
Authorised by PKFWAFSL Pty Ltd to provide financial advice and services relating to managed investments, superannuation, self-managed superannuation funds, shares, estate planning and margin lending.
Qualifications and memberships
- Diploma of Financial Planning
- Advanced Commerce Certificate
- Certified Financial Planner (CFP®)
- Member of the Financial Planning Association of Australia (FPA)
- Designated Specialist Adviser of the SMSF Professionals’ Association
