Craig Beck

Everest Financial Services

Gold
18 Yrs Experience
Perth, WA 6000
Life is unpredictable… making decisions about it shouldn’t be! Whatever you aspire to do in life or whoever you aspire to be, helping you make the right decisions about money so you can live your best life, is at the heart of all that we do. We are a successful financial planning firm providing advice and ongoing guidance to help you navigate the complex world of personal finance… leaving you free to get on and enjoy life. At Everest Financial Services, we charge a fee for our professional services, where all the fees you pay are agreed to in advance before any advice is provided or work performed. This means you know up front how much our advice will cost, and you can be sure there are no hidden surprises. And, because we are backed by one of Australia’s largest financial services businesses, we have access to a well-resourced and diverse range of professionals. You can be confident in knowing the advice we provide is reliable, timely and informative, and in your best interests. What this all means for you: * Reduces anxiety and stress * Reduces your effort and any hassle * Keeps things simple and organised * Saves you time * Reduces costs * Makes you money and rewards you * Reduces risks * Prevents excuses from holiding you back

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
My fees
Get in touch

Our fee for service represents the cost of providing our professional services to you. We provide a range of professional services designed to meet your specific needs. The fee for our services will be calculated as either - a dollar based fee, or a percentage of the assets under our advice, or a combination of both - depending on the complexity of advice and level of service being provided.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 12
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Everest Financial Services

65 Lindsay Street
Perth, WA 6000

Opening hours

  • 9:00am – 3:00pm Monday – Tuesday, Thursday – Friday

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

4.90
12 Reviews
5
4
3
2
1
4.90
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 12

Sort by

4.75

"'Craig has given me advice in the area of my super fund. Craig was usually able to explain things to me in a clear way that I could understand. Through Craig's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Craig's full care and attention when I needed it. Craig is always a phone call or e-mail away for any assistance I required'"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have never met Craig Beck as I live overseas. Given the difficulty in communication and the inability to relate on a face to face basis I have been truly impressed with the level of responsibility and professionalism provided by Craig over the years. Those that choose him as an investment adviser are truly fortunate. As I have been.  Thank you Craig."

  • Retirement & Pension
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My wife and I have known Craig now for about 14 years and the company 31 years. In that time we have extremely happy with service Craig has given, he has been most helpful in explaining our options and best ways to achieve our goals. We would have no proplem in recommending Craig to anyone as his knowledge with financial planning is excellent."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Craig was recommended by a close friend who was very satisfied with his service as their financial adviser. Craig made us feel very comfortable from our initial consultation and could answer any queries and put our minds at ease with easy to understand advice, and this has continued over the time we have been associated with him. Craig has been instrumental in providing us with the financial security and advice leading up to and into our retirement years, and providing us with the best possible outcome to suit our needs. Craig is a very efficient, transparent and approachable person who has met all our financial requirements with prompt follow up to any queries in a friendly professional manner."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Craig has given us advice on a range of financial areas. He always follows up with the details when we have had questions regarding our specific needs. Craig is always very thourough when explaining the details of the investments in a manner that we can understand. Craig has always made himserlf available to answer any questions or to meet with us to d.iscuss any issues that we have had."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Craig has been my advisor for a long period of time and I have no reason to sever this relationship. To begin with, Craig works had to ensure that he fully understands your needs - both current and future. He then tailors a solution to meet those needs. I thoroughly recommend Craig to anyone who is looking for a knowledgable and highly reputable advisor."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Craig has been my Financial Adviser for many years. Craig is experienced and knowledgeable and provides information that is relevant to my circumstances in an easy to understand manner. Craig is friendly and puts you at ease in meetings. Highly recommend Craig."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Craig has a very good knowledge of various products and if he needs to look further into an issue, he deals with this quickly. Where ever possible I refer people to Craig knowing that they will get top quality service."

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

"We have dealt with Craig for many years in the financial advice area and have never been disappointed in how he has helped us. As an adviser, Craig is experienced , knowledgeable and sensitive to our needs. As a person, he is friendly, open, honest and in our minds, full of integrity. We have no hesitation recommending Craig to others."

  • Government Assistance
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"As a couple in our 70's we have found Craig totally honest, reliable and informative. He has been a great assistance in many areas of our life and has been an enormous help. We would not consider dealing with anyone else unless neccessity arrived."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 12

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Margin Lending and Geared Investments Adviser Accreditation

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Self Managed Superannuation Fund Adviser Education Program

Level
0 - Training / Exam / Other
Institution
Financial Essentials
Completed
2005

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2015

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2015

ASX Listed Products Accreditation (LPAC)

Level
0 - Training / Exam / Other
Institution
Savings Factory Ltd
Completed
2008

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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