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CA

Craig Ayling

Financial Adviser

Fortunity
Erina, NSW 2250

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Craig Ayling is an ASIC-registered financial adviser based in Erina, NSW, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. With over two decades of experience in the financial services industry, Craig holds a CERTIFIED FINANCIAL PLANNER designation from the FPA (since 1999), a Diploma of Financial Planning from the FPA (1999), and a Diploma from the Australian Institute of Company Directors (2011). His commitment to professional excellence is further demonstrated through his memberships with the Australian Institute of Company Directors, the Financial Advice Association of Australia (FAAA), and the SMSF Association. Craig is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. He specialises in developing strategies that address both short-term needs and long-term aspirations, ensuring his clients are well-prepared for every stage of life. Whether you are looking to grow your wealth, protect your assets, or plan for a comfortable retirement, Craig has the expertise to guide you. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice including securities and government debt securities • Life Risk Insurance • Investment Life Insurance Ready to take control of your financial future? Contact Craig today for a consultation and discover how personalised financial advice can make a difference.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning Wealth accumulation Superannuation strategies Insurance solutions Investment advice SMSF advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000496362

Verify on ASIC Register

Authorised Representative Number

000255802

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Craig Ayling provide?

Craig specialises in superannuation advice, insurance, wealth management, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.

What are Craig Ayling's qualifications and professional memberships?

Craig is a CERTIFIED FINANCIAL PLANNER with a Diploma of Financial Planning (both from the FPA) and a Diploma from the Australian Institute of Company Directors. He is a member of the Australian Institute of Company Directors, the Financial Advice Association of Australia (FAAA), and the SMSF Association.

What can I expect during my first consultation with Craig?

During your initial consultation, Craig will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then outline how he can help you achieve your objectives and provide a clear explanation of his fees and services.

How does Craig tailor his advice to individual client needs?

Craig believes in a personalised approach to financial planning. He takes the time to understand each client's unique circumstances and develops strategies that are specifically tailored to their individual goals and objectives.

Does Craig Ayling provide advice for SMSFs?

Yes, as a member of the SMSF Association, Craig is well-equipped to provide advice on Self-Managed Superannuation Funds, including establishment, management, and compliance.

Get in Touch

Contact Craig directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.