Financial Planner at Verve Group - Glenelg, Adelaide
I started in Financial Planning in 2007 with the goal of helping people understand, and be confident in their financial situations.
I love helping people make informed financial decisions, and providing them with clarity around their financial future.
Every client’s situation is different, and I enjoy getting to know their personal situations, to then provide a tailored plan to meet their individual goals and dreams.
Having worked with various companies/licensees along the way, this has given me a very broad range of knowledge and experience to be able to help people in many ways today.
I started at Verve Group in 2018, after hearing about the firm and how well they combine tax and financial planning under the one roof. This is of great benefit to every client at Verve, as they undergo a seamless experience whether it’s tax, business, super or investments!
All fees are fully disclosed upfront, and agreed upon before proceeding with any Personal Advice. This way my clients know exactly what they will be paying at all times.
Craig has always been approachable and easy to discuss issues with. His down to earth approach makes meetings comfortable and instills confidence in his advice.
The experience with Craig has given my husband and I a sense of relief, like an insurance plan, knowing that we will be set up for retirement without worry. The things he has assisted us to do would never had transpired without his help. We appreciate that he is friendly, approachable and non-judgemental.
We find Craig a complete professional and happily recommend others to use his services.
Craig has been extremely helpful on setting up my road to retirement in the next few years with a clear goal for achievement and very good advice. Would highly recommend Craig to all my friends. Very knowledgeable with his advice and such a great person to talk to.
Craig is always friendly and has looked after us very professionally. He has provided us with some easy to understand presentations, providing us with a good financial plan on our future going forward and answering all our questions. I would, and already have, recommend him to others.
- Adviser status Platinum
- Number of reviews 34
- First year providing advice 2012
- Years of experience 11
- Bachelor of Business (Financial Planning)
Verve GroupLevel 1, 609 Anzac Hwy
Glenelg North, SA 5045 73 Hartley St
Alice Springs, NT 0870
- 8:00am – 5:00pm Monday – Friday
- In person
- Video call
Count Financial Limited