Craig Green
Financial Adviser
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About
Craig Green is an ASIC-registered financial adviser based in Deakin West, ACT, dedicated to helping clients achieve their financial goals through personalized and strategic advice. With a strong educational foundation including a Diploma of Financial Planning from the FPA, a Graduate Certificate in Financial Planning from the University of the Sunshine Coast, and a Master of Financial Planning from Deakin University, Craig possesses a deep understanding of the financial landscape. Craig further enhanced his expertise with specialized training in Margin Lending, Self Managed Superannuation Funds, and as an Accredited Listed Product Adviser (ASX ALPA). He is committed to maintaining the highest ethical standards, demonstrated by his completion of Ethics and Professionalism in Financial Advice training. Authorised to provide advice on a broad range of financial products, Craig can assist you with: • Superannuation Advice • Insurance • Wealth Management • Retirement Planning • Investment Life Insurance • Life Risk Insurance • Securities • Derivatives • Retirement Savings Accounts • Government Debt Securities Whether you're planning for retirement, seeking to grow your wealth, or require insurance solutions, Craig is here to provide tailored guidance and support. Contact Craig today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Craig Green offer?
Craig Green provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts, and government debt securities. He can help you create a tailored financial strategy to achieve your specific goals.
What qualifications does Craig Green have?
Craig Green holds a Diploma of Financial Planning from the FPA, a Graduate Certificate in Financial Planning from the University of the Sunshine Coast, and a Master of Financial Planning from Deakin University. He has also completed specialized training in Margin Lending, Self Managed Superannuation Funds, and is an Accredited Listed Product Adviser (ASX ALPA).
What is the process for working with Craig Green?
The process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Craig will then develop a personalized financial plan tailored to your needs. Regular reviews and adjustments will ensure your plan remains aligned with your evolving circumstances.
How can Craig Green help me with my retirement planning?
Craig can assist you in developing a comprehensive retirement plan, including strategies for maximizing your superannuation, creating income streams, and managing your investments to ensure a comfortable and secure retirement.
What can I expect during my first meeting with Craig?
During your first meeting, Craig will take the time to understand your current financial situation, your short and long-term goals, and any concerns you may have. He will explain his services in detail and answer any questions you have about the financial planning process.
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