Financial Advisor – Wealth Management
One of our trusted financial advisors here at Accru Melbourne; Craig has shown a leading and mentoring role within our Wealth Management division. His hunger to provide the best service and opportunities for his clients makes their trusted bond stronger. Providing high quality financial advice to assist his clients reach their goals is a key focus for Craig.
His professional manner and dedication to his clients and colleagues makes Craig a great role model for the junior team he manages as well as his responsibilities of the compliance obligations and strategic initiatives for Accru Wealth Management. Starting with Accru Melbourne in 2012, he has developed a great deal of knowledge in the financial advisory role for his clients. Craig has travelled Australia wide to visit his clients and better support their every need; financially and personally.
Best describes Craig: “Determined to find the best opportunity for his clients done with professionalism and precise advice.”
Tel: +61 3 9835 8200
Looking to the future?
Wanting to learn more about where to invest your money? Looking for trusted advice that suits you?
Give us a call and let us help take the stress out of your finances.
Latest from Accru Online
On the fourth of January 2021 we rounded the final turn on the long and winding road of the Government’s JobKeeper program. It is currently going to end on 28th March 2021. Originally intended to end in September of 2020, JobKeeper was extended under the title ‘JobKeeper 2.0’, although it was more like Jobkeeper 2.1 […]
Buying a house is a new and exciting experience for first home buyers; however, saving up that big deposit and getting a loan can be a cumbersome, time-consuming task. Traditionally, banks require a 20% deposit based on the cost of the home to consider lending money to a home buyer. And often, first-time home buyers […]
Taxation Developments Take a look at our December snapshot of taxation developments that may affect your business, investments or superannuation. Please do not hesitate to contact us should you need further advice. Coronavirus Supplement extended (but reduced) The Federal Government’s Coronavirus Supplement has been extended for a further three months. The Supplement payments were due […]
The unprecedented event of COVID-19 has changed many aspects of all industries and is forecasted to have long-term implications in the foreseeable future. Given the high risk and volatility within the Aged Care industry, there is a greater unexpected pressure that could be unavoidable. Currently, the Royal Commission is focused on improving the health and […]
A more formalised philanthropic focus as part of your financial position. Australians are well known as very generous and giving individuals; no better example of this being the support and monetary donations Australians have provided to communities and charities during the recent bushfires across the country. The Australian Taxation Office (ATO) reports that the total […]
Preserved Benefits All contributions and investment earnings received by a Super Fund are classified as what they call ‘Preserved Benefits’. This means that they are not available for access until a ‘condition of release’ occurs. This is the trade-off of Superannuation – you enjoy the favourable tax treatment of super during your life (15% tax […]