Craig Smith

Craig Smith & Associates

Gold
33 Yrs Experience
Islington, NSW 2296
Logo: Knowledge, Trust & Quality Advice

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Small Business Advice
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 5
  • First year providing advice 1989
  • Years of experience 33
  • Highest qualification
    • Master of Commerce (Financial Planning)
  • Language spoken
    • English

Craig Smith & Associates

Soque Warehouse Apartments 127, 14 Milford St
Islington, NSW 2296

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Australia National Investment Group Pty Ltd

AFSL 522028

4.95
5 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.70
Likely to recommend
Showing reviews 1—5 of 5

Sort by

4.75

"Craig has always been there fir me. And yes sbice and heyond whsts requured. Pete"

  • Self Managed SuperFunds
  • Complex Investments
  • Expat Finance
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Craig has been handling our superannuation for some years now & eventually moving to a self managed super fund. We find Craig knowledgeable, honest & well informed. Criag is always available when approached on advise & is always pleasant. We have every confidence in his ability & he has our full trust."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Since Craig helped us set up our SMSF we haven't looked back and the growth is excellent. 2 thumbs up for his broad knowledge and recommendations that are leading to a much more comfortable retirement. Thanks Craig."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Craig’s knowledge and advice has been invaluable in establishing my SMSF. I am very happy with its ongoing performance thanks to Craig’s expertise"

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Craig has given me advice in areas including self managed super funds and managing debt. Craig was able to explain things to me in a clear way. Through Craig's knowledge and experience, I feel very confident that the advice given was right for my needs. I received Craig's full care and attention when I needed it. I have found Craig to be professional, personable and would not hesitate in recommending his services.'"

  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Complex Investments
  • Expat Finance
  • Tax Strategies
  • Growing Assets

Qualifications & Training

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
SMSF Professionals Association of Australia (SPAA)
Completed
2011

Professional Certificate in Self Managed Superannuation Funds

Level
0 - Training / Exam / Other
Institution
University of Adelaide (UOA)
Completed
2016

Master of Commerce (Financial Planning)

Level
9 - Masters Degree
Institution
Western Sydney University (WSU)
Completed
2002

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

SMSF Association (SMSF)

Membership type
SMSF Specialist Advisor
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Craig's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Craig able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Craig's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Craig to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Craig?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Craig provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Craig may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Craig Smith
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens