Michael Craig
Financial Adviser
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About
Michael Craig is an ASIC-registered financial adviser based in Penrith, NSW, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. With a career spanning over two decades, Michael brings a wealth of knowledge and experience to every client interaction. He holds a Diploma of Financial Planning from the FPA, a Certificate IV in Financial Services (Finance/Mortgage Broking), and has completed advanced studies in Margin Lending, SMSFs, and a Graduate Diploma of Financial Planning. Michael is authorised to provide advice on a wide range of financial products, ensuring his clients receive well-rounded guidance. This includes superannuation, insurance, wealth management, and retirement planning, as well as investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts and government debt securities. Michael's commitment to ongoing education keeps him at the forefront of the financial industry, enabling him to deliver the most current and effective advice. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Ready to take control of your financial future? Contact Michael Craig today for a consultation and discover how personalised financial advice can make a difference.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Michael Craig offer?
Michael Craig provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts and government debt securities.
What qualifications does Michael Craig have?
Michael holds a Diploma of Financial Planning, a Certificate IV in Financial Services (Finance/Mortgage Broking), and has completed advanced studies in Margin Lending, SMSFs, and a Graduate Diploma of Financial Planning.
How can Michael Craig help me with retirement planning?
Michael can help you develop a comprehensive retirement plan that considers your current financial situation, future goals, and risk tolerance. He can provide advice on superannuation, investments, and strategies to maximise your retirement income.
What is the process for becoming a client of Michael Craig?
The process typically starts with an initial consultation to discuss your financial goals and needs. Michael will then gather information about your current financial situation and develop a personalised financial plan. He will present the plan to you, answer any questions you have, and implement the plan upon your approval.
What can I expect from working with Michael Craig?
You can expect personalised advice, a commitment to your financial well-being, and ongoing support. Michael will work closely with you to develop and implement a financial plan that aligns with your goals, and he will regularly review your plan to ensure it remains relevant and effective.
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