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Craig Lindner

Granite Financial Services Pty Ltd

Gold
16 Yrs Experience
Bondi Junction, NSW 2022

I am what people call a holistic financial adviser. Strategic financial advice is where individual recommendations are brought together in a coordinated fashion to deliver to a client's medium to long term personal, family and financial objectives.

I started my career as a Chartered Accountant with Price Waterhouse and spent over a decade as a corporate tax consultant and another in corporate finance with Westpac's Institutional Bank. I also was a member of BT Financial Group's High Networth advice team for over four years. My broad financial services experience enables me to develop strategies that can sometimes be unique.

I do my best work with clients who are professionals, self-employed business owners and anyone who is aspirational.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

 Get in touch

Fees are tailored for the specific circumstances and requirements of each client. Depending on the client circumstances fees usually include one or more of the following;

  • Statement of Advice fee,
  • Implementation fee and/or
  • Ongoing Advice fee.

To give you some idea, Adviser Ratings 2024 Australian Financial Advice Landscape Report stated that the medium cost of yearly (i.e. Ongong Advice) financial adviser fees was $3,960.

At a glance

  • Adviser status Gold
  • First year providing advice 2009
  • Years of experience 16
  • Highest qualification
    • Graduate Diploma of Applied Finance and Investment
  • Language spoken
    • English

Granite Financial Services Pty Ltd

Westfield Tower 2, Suite 2201, Level 22, 101 Grafton St
Bondi Junction, NSW 2022

Licensed by

Synchron Advice Pty Ltd

AFSL 243313