Craig McGowen

Wealthpartners Financial Solutions

Silver
9 Yrs Experience
North Sydney, NSW 2060

Experienced Financial Adviser with a demonstrated history of working in the financial services industry. Skilled in retirement planning and superannuation strategies, investment strategies, budget and cash flow management, debt management, personal insurance, Centrelink and other government benefits. I believe in developing long term relationships with clients to allow them to reach their financial goals.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.83
  • Number of reviews 13
  • First year providing advice 2015
  • Years of experience 9
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Wealthpartners Financial Solutions

Level 13, 99 Walker St
North Sydney, NSW 2060
37 Berowra Waters Rd
Berowra, NSW 2081

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706