Craig Hill

Halpin Wealth

Silver
13 Yrs Experience
Adelaide, SA 5000

Recent reviews

Halpin Wealth

Level 6, 101 Pirie St
Adelaide, SA 5000

Opening hours

  • 8:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Halpin Wealth Partners Pty Ltd

AFSL 517210

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

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5.00

"Craig has been my adviser for several years now. Let's be honest, Financial Services can be an absolute jungle, especially for those of us who don't know its ins and outs. Craig has helped me with my insurance, super, small business requirements and will soon advise on 'downsizing' and the 'mortgage world'. It is invaluable to have someone in your corner like Craig who is utterly honest, professional, knowledgable and decent. There is never a hint of 'hard sell' or pushing products, only the best of advice. I must say that I have grumbled about paying my income protection insurance for many years, until a stroke last year. I didn't even think of claiming until Craig asked 'Stroke? What Stroke? :-) during a meeting and from then the wheels were in motion. I will never grumble about that insurance again and am SO grateful for Craig's insistence that I need it. We simply couldn't ask for a better or more trusted adviser than Craig Hill. Talk with him NOW!"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Margin Lending
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Craig made our first steps into financial planning streamlined and stress free. He was generous with his time and was always happy to explain the steps within each process. He had quite a task when taking us on board as we had not looked after our own details well. In a very short period of time Craig had streamlined our finances and investments, explained, recommended and sourced new products and ensured we had all the things in place that we had said were important to us. We feel much better knowing that someone we trust is looking after us."

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

"Highly recommend."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Margin Lending
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

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

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2006

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2011

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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