Craig Phillips
Financial Adviser
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About
Craig Phillips is an ASIC-registered financial adviser based in Canberra, ACT, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Economics from James Cook University (1989) and advanced financial services qualifications from Kaplan Professional, including an Advanced Diploma of Financial Services (Financial Planning) obtained in 2009, Craig possesses a robust foundation of knowledge and experience. Craig's commitment to professional development is demonstrated through ongoing education, such as completing Ethics for Financial Services at Deakin University (2020) and Commercial Law and Tax for Financial Advising at Kaplan Professional (2025). He holds prestigious memberships, including Fellow Chartered Financial Practitioner (FChFP), Financial Advice Association of Australia (FAAA), SMSF Specialist Accreditation (SSN), and Registered Trust and Estate Practitioner (TEP), reflecting his expertise and dedication to upholding the highest standards in the industry. Authorised to advise on a comprehensive range of financial products, Craig provides expert guidance on superannuation, insurance, wealth management, and retirement planning. He also offers advice on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities, ensuring clients have access to a broad spectrum of financial solutions. • Superannuation advice • Retirement planning • Insurance solutions • Wealth management • Investment strategies • SMSF advice Ready to take control of your financial future? Contact Craig today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What services does Craig Phillips provide?
Craig Phillips offers a comprehensive range of financial services, including superannuation advice, retirement planning, insurance solutions, wealth management, and investment strategies. He also specialises in SMSF advice.
What qualifications does Craig Phillips have?
Craig Phillips holds a Bachelor of Economics from James Cook University, a Diploma of Financial Services and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional. He has completed Ethics for Financial Services at Deakin University and has completed Commercial Law and Tax for Financial Advising at Kaplan Professional. He is also a Fellow Chartered Financial Practitioner (FChFP), and holds SMSF Specialist Accreditation (SSN) status.
What can I expect during my first consultation with Craig Phillips?
During your first consultation with Craig Phillips, you can expect a thorough discussion of your financial goals, current situation, and risk tolerance. Craig will take the time to understand your needs and provide you with an overview of how he can help you achieve your objectives. You will also have the opportunity to ask any questions you may have.
Does Craig Phillips provide advice to Self-Managed Super Funds (SMSFs)?
Yes, Craig Phillips is an SMSF Specialist accredited advisor. He provides expert advice on all aspects of SMSF management, from establishment and compliance to investment strategies and retirement planning.
How is Craig Phillips different from other financial advisors?
Craig Phillips distinguishes himself through his extensive qualifications, ongoing commitment to professional development, and dedication to providing personalised advice tailored to each client's unique circumstances. His memberships with leading industry associations such as the FAAA, SSA and TEP further underscore his commitment to excellence and ethical conduct.
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