Craig Gorman

The Advice Group Financial Solutions

4.70
1 Review
Gold
23 Yrs Experience
Brisbane City, QLD 4000

Recent reviews

The Advice Group Financial Solutions

Level 27, 480 Queen St
Brisbane City, QLD 4000

At a glance

  • Adviser status Gold
  • Rating 4.70
  • Number of reviews 1
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Fellow Chartered Financial Practitioner (FChFP)
  • Language spoken
    • English

Expertise

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

My fees

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

Licensed by

Guide Sure Pty Ltd

AFSL 514908

4.70
1 Review
5
4
3
2
1
3.75
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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4.75

"We find Craig easy to talk to and appreciate what he has already done for us. He is willing to meet with us in our own home which makes things even easier. Action plans are always quickly implemented."

  • Government Assistance
  • Superannuation
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Government Assistance
  • Superannuation
  • Self Managed SuperFunds
  • Growing Assets

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2005

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Southern Queensland (USQ)
Completed
1999

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Fellow Chartered Financial Practitioner (FChFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
1999

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Financial Services Institute of Australasia (FINSIA)

Membership type
Senior Associate

SMSF Association (SMSF)

Membership type
Associate
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