CEO, Director & Senior Wealth Adviser
Qualifications: Master of Financial Planning, Certified Financial Planner, Justice of the Peace.
Accreditations: SMSF Specialist Adviser, Fellow of Self-Managed Superannuation Fund Association.
Hi there, I’m Craig – CEO, Director and Senior Wealth Adviser at Navwealth.
With over 30 years of experience in financial services and backed by a Masters degree in financial planning, I lead the friendly and professional team at Navwealth. Together we work to deliver on our strategic plans and provide services to a calibre that our clients expect and deserve.
As part of the leadership team, I follow a vision and strategy that entails mentoring and supporting the development of our people as we continue to grow. Through this focus, we remain adaptable and agile when change occurs – allowing us to thrive and continuously deliver extraordinary results for our clients.
It’s my belief that the value our profession contributes to people’s lives is extraordinary – especially because I have personally seen its impact on clients’ circumstances, health, financials and most importantly, their dreams and aspirations.
I am driven by seeing people grow and achieve their dreams, so I am extremely focused when helping clients define their lifestyle and financial goals, a passion that has been burning for over three decades. Clients often share with me how this has led to their success in making sure they focus on what is important to them and not getting distracted from achieving their life purpose. For me, this is what financial advice is all about.
Outside of work, I enjoy being with my family, boating, motorbike riding in the country and snow skiing. I find joy in seeing people do the things they love – so you can trust me to guide you towards financial independence that turns your dreams into reality.