Based in Newcastle, Craig is a Senior Executive Adviser on the PKF Australia 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 in 1993 as Superannuation Manager, and has specialised as a financial adviser ever since.
Craig was engaged as a Senior Adviser 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. Craig’s depth of knowledge and his excellent client service delivery saw him win the Securitor Adviser of the Year award in 2012.
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.
Craig is a Certified Financial Planner, holds a Diploma of Financial Planning and Advanced Commerce Certificate. Craig is also a designated Specialist Adviser of the SMSF Professionals’ Association.
ASIC Authorised Representative number: 239484
Specialist Adviser - SMSF Professionals' Association
Authorised under licence by Securitor to provide financial services and advice relating to:
- Managed investments
- Self Managed Superannuation Funds
- Estate planning
- Margin lending