Craig Gunawardana

Client First Financial Planning

4.95
11 Reviews
Platinum
13 Yrs Experience
Hughesdale, VIC 3166

Recent reviews

Client First Financial Planning

Suite 4, 211 Warrigal Road
Hughesdale, VIC 3166

Opening hours

  • 8:00am – 6:00pm Monday – Friday

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 11
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

My fees

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

Licensed by

Affinia Financial Advisers Ltd

AFSL 237857

4.95
11 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 11

Sort by

5.00

"Craig has made a conscious effort to understand our personal goals and lifestyle and he has provided realistic and thoughtful financial options personalised to our liking. He has been available throughout the process of buying our first house, providing support and advice wherever possible. We have learned a lot from working with Craig and always recommend him to our family and friends."

  • Insurance Protection
  • Managing Debt
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Craig was recommended to us by another person in our journey through our wealth planning adventure. We have found Craig to be very open to all aspects of our situation, he listens and takes in what we want to do including lifestyle plans and gives us honest feedback on what sounds good and what doesn't sound that good. He is my conscience! He explains things to us in a language we can understand and put into practice."

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

"Craig has been a fantastic and invaluable Financial (and Life) adviser to ensure our family is set up not just for now but the future. He was thorough in understanding our needs and how these would change in the years to come, and in knowing this was able to provide us with a robust plan to reach our financial goals."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"craig has been instumental with my insurance claim his expertise and guidance bought to my attention i may be entitled to a substantial claim it is because of his knowledge this came to be.my wife and i are know financialy set for life. ii i"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Craig has been a wonderful and highly regarded adviser, He has been there for advise and ongoingly reviews our plans to build a more secure future, highly recommend him and his services to everyone."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"I knew I had to get income protection, life insurance etc but had no idea how to do it. With Craig's help, I was able to ensure my family is protected against anything life throws at us. We are now focusing on getting the budget right as the next focus is an investment property. Knowing Craig is on our side makes me very confident we can get there!"

  • Insurance Protection
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Craig has gone above and beyond with helping my fiancé and I purchasing our first home. Craig has been with us every step of the way, explaining anything and everything clearly. He is honest and reliable and has our best interest at heart. We would highly recommend Craig and will continue to use him in the future! ??"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Craig has helped my family achieve their goals. We are great full for all the support Craig has shown us throughout the years. He is a terrific financial planner and I would recommend him to my family and friends."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Margin Lending
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Craig is a very approachable and kind man who shows genuine interest in your goals and how to get you there. I feel very confident I am in the right hands and look forward to Craig helping us build our wealth and protect our future."

  • Superannuation
  • Insurance Protection
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services whenever possible."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Small Business Advice
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 11

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

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

Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2007

Diploma of Commerce

Level
5 - Diploma
Institution
Melbourne Institute of Business Technology (MIBT)
Completed
2003

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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