Craig Small
Financial Adviser
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 Small is an ASIC-registered financial adviser based in Penrith, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With an Advanced Diploma of Financial Services from KAPLAN obtained in 2005, Craig possesses a strong foundation of knowledge and experience in the financial services industry. He is also a proud member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest ethical and professional standards. Craig is authorised to provide advice on a wide range of financial products, ensuring he can cater to diverse client needs. His expertise includes superannuation advice, insurance solutions, wealth management strategies, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. Key services offered include: • Superannuation advice to help you grow your retirement savings. • Comprehensive insurance solutions to protect you and your family. • Strategic wealth management to build and preserve your assets. • Tailored retirement planning to secure your financial future. If you are seeking expert financial advice to navigate your financial journey, contact Craig today for a consultation. Let's work together to build a brighter financial future for you and your family.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What financial planning services does Craig Small offer?
Craig Small provides comprehensive financial advice, including superannuation advice, insurance solutions, wealth management strategies, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts.
What are Craig Small's qualifications?
Craig Small holds an Advanced Diploma of Financial Services from KAPLAN and is a member of the Financial Advice Association of Australia (FAAA).
How can Craig Small help me plan for retirement?
Craig can work with you to develop a personalised retirement plan that considers your financial goals, risk tolerance, and desired lifestyle. He can provide advice on superannuation, investments, and other strategies to help you achieve a comfortable retirement.
What can I expect during my first meeting with Craig Small?
During your initial consultation, Craig will take the time to understand your current financial situation, your goals, and your concerns. He will then explain how he can help you and outline the next steps in the advice process.
Why should I choose Craig Small as my financial advisor?
Craig Small is an experienced and qualified financial advisor dedicated to providing personalised and comprehensive advice to help you achieve your financial goals. He is committed to building long-term relationships with his clients based on trust and transparency.
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.