Craig Stobbie CFP®
About Me
Craig has been assisting people make smart financial decisions as a financial adviser since 2006. His aim is to help solve individuals financial problems to get what they want, using simple and easy to understand strategies. With your financial goals at the centre of every strategy put in place, Craig endeavours to help clients generate and maintain wealth over time in order to meet their immediate and long term lifestyle plans.With over 12 years’ experience in the industry, both in Australia and in the UK, and holding the internationally recognised Certified Financial Planner™ designation, the highest qualification within the Financial Planning Association of Australia, Craig specialises in helping people with Transition to Retirement planning, Superannuation, Investments and meeting their Insurance needs. Dedicated to providing a friendly, personalised experience, Craig helps all clients remain accountable for their long term financial goals as we believe that this is integral to a person building and protecting their wealth throughout all phases of life.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
-
Years of Experience 18 Years
-
Licensed By Consultum Financial Advisers Pty Ltd