Craig Holly

Verve Group

Platinum
10 Yrs Experience
Glenelg North, SA 5045

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!

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies

My fees

I offer a free initial consultation for potential new clients.

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.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 29
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Bachelor of Business (Financial Planning)
  • Language spoken
    • English

Verve Group

Level 1, 609 Anzac Hwy
Glenelg North, SA 5045

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Count Financial Limited

AFSL 227232