Craig Todd CFP®
About Me
With almost 30 years of experience in the financial services industry, Craig has built a solid reputation for providing tailored advice for his clients. He thrives on cultivating long-term relationships and guiding clients through the complexities of retirement planning to help secure their desired lifestyle both now and in the future.
Craig’s approach is centred around gaining a deep understanding of his clients’ priorities and simplifying complex issues into logical insights. By demystifying self-managed super funds and offering clear advice, he empowers clients to implement effective wealth management strategies without making it more complicated than it needs to be.
Specialising in retirement planning and self-managed super funds, Craig is committed to financial excellence.
Outside of his professional endeavours, Craig’s passion also lies in personal wellness. He frequently participates in the world of sports and fitness, such as taking part in AFL Masters football.
Areas of Focus
- Estate planning
- Government assistance
- Investments
- Retirement
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Degree
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Years of Experience 27 Years
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Licensed By Psk Advisory Services Pty Ltd
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Advice Fees From $4,000