Craig Todd
PSK Private Wealth
With almost 30 years of experience in the financial services industry, Craig has built a solid reputation for providing tailored advice for his clients. He thrives on cultivating long-term relationships and guiding clients through the complexities of retirement planning to help secure their desired lifestyle both now and in the future.
Craig’s approach is centred around gaining a deep understanding of his clients’ priorities and simplifying complex issues into logical insights. By demystifying self-managed super funds and offering clear advice, he empowers clients to implement effective wealth management strategies without making it more complicated than it needs to be.
Specialising in retirement planning and self-managed super funds, Craig is committed to financial excellence.
Outside of his professional endeavours, Craig’s passion also lies in personal wellness. He frequently participates in the world of sports and fitness, such as taking part in AFL Masters football.
Expertise
My fees
Our fees are based on the time and complexity of the work involved. We don't charge for initial consultations and at the end of the meeting we are happy to give you a no obligation quote for the work involved. We encourage you to think it over and if you wish to proceed any further please let us know.
At a glance
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Adviser status
Gold
- First year providing advice 1997
- Years of experience 28
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
PSK Private Wealth
Suite 2, Ground Floor, 40 Hasler RdOsborne Park, WA 6017
Opening hours
- 8:00am – 6:00pm Monday – Friday
Licensed by
Psk Advisory Services Pty Ltd
AFSL 234656
