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 , in general is a very friendly, kind, efficient and confident adviser.
We enjoy chatting with him. He had done a fantastic job with us. We have completed a few tasks together. He always provided sufficient materials for us. We are confident with his advisory role and happy to continue with his advisory service for us. We have learned a lot from him since we started this consultancy.
We would like to express our appreciation to his excellent service. We have also introduced our colleague and our son to get the advice from him.
Craig has always presented and conducted himself in a professional manner. We are very happy with Craig's friendly and approachable manner and have no hesitation in recommending Craig.
Craig had always been extremely helpful. We have always received prompt, friendly service and we wouldn’t hesitate in recommending him.
Great listener. Manner is highly approachable. Great knowledge. Genuinely interested about clients and there context -financial and family.
I am very happy with the service Craig provides. I feel confident and comfortable with his advice.
- Adviser status Platinum
- Number of reviews 29
- First year providing advice 2012
- Years of experience 10
- Bachelor of Business (Financial Planning)
Verve GroupLevel 1, 609 Anzac Hwy
Glenelg North, SA 5045
- 8:00am – 5:00pm Monday – Friday
- In person
- Video call
Count Financial Limited