MenuCraig Smith CFP®
About Me
I began my career as an adviser in 2003 and has been advising clients in and around Ballarat ever since. I am a Certified Financial Planner member of the Financial Advice Association Australia (FAAA) and a committee member of the local Ballarat Chapter. Assisting clients by providing wealth protection and wealth creation strategies to underpin their circumstances as they progress through their working life, and in their retirement years.
Areas of Focus
- Aged care
- Employment changes
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Graduate Diploma -
Years of Experience 22 Years -
Licensed By Morplan Pty Ltd
