Craig Franklin CFP®
About Me
Do you feel out of control when it comes to money and financial decisions? Are you overwhelmed with the amount of information out there?Our personal finances are a complex area of our lives. I see my role as trying to bring order to this important area to free up your time to focus on the more important things; family, friends and community. My role is to help you regain control over your finances and restore your peace of mind. I can provide the confidence you are seeking. I have 27 years experience in finance. The first 18 was spent working in various roles in Westpac and NAB. Since 2003 I have been working in the Financial Planning area (with 15+ years as a business owner).
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Advanced Diploma
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Years of Experience 21 Years
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Licensed By Alliance Wealth Pty Ltd