Craig Watson
Financial Adviser
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About
Craig Watson is an ASIC-registered financial adviser based in beautiful Port Macquarie, NSW. With a solid foundation built upon a Bachelor of Business (Finance/Marketing Management) from The University of New England Northern Rivers (1993), Craig brings decades of experience to helping his clients achieve their financial goals. He further solidified his expertise with a Diploma of Financial Planning from the FPA (2002), the Certified Financial Planner Education Program (2003), and specialist knowledge in Superannuation from RMIT University (2003). Craig's commitment to ethical practice is demonstrated by his completion of FPC002B Ethics and Professionalism in Financial Advice (Kaplan, 2021). He is a proud member of the Financial Advice Association of Australia (FAAA). Craig is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities and Government Debt Securities. He is dedicated to providing tailored strategies to suit your individual needs. Key services offered: • Superannuation advice and planning • Insurance solutions to protect your assets and family • Comprehensive wealth management strategies • Investment advice and portfolio construction • Retirement planning for a secure future Ready to take control of your financial future? Contact Craig Watson today to schedule a consultation and discuss your specific needs and goals.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Craig Watson offer?
Craig Watson specialises in superannuation advice, insurance solutions, wealth management strategies, investment advice, and retirement planning. He provides tailored advice to meet your individual needs and goals.
What are Craig Watson's qualifications and experience?
Craig holds a Bachelor of Business (Finance/Marketing Management), a Diploma of Financial Planning, is a Certified Financial Planner Education Program graduate, and has specialist knowledge in Superannuation. He is also a member of the Financial Advice Association of Australia (FAAA) and is ASIC-registered.
What is the process for becoming a client of Craig Watson?
The first step is to schedule a consultation to discuss your financial situation and goals. Craig will then develop a tailored financial plan based on your needs and objectives. He will guide you through the implementation process and provide ongoing support to ensure you stay on track.
How can wealth management advice from Craig Watson help me?
Craig can help you create a comprehensive wealth management strategy that aligns with your financial goals. This includes investment advice, portfolio construction, risk management, and ongoing monitoring to ensure your portfolio remains on track.
What should I expect during my initial consultation with Craig Watson?
During your initial consultation, Craig will take the time to understand your financial situation, goals, and risk tolerance. He will explain his services and how he can help you achieve your objectives. You'll have the opportunity to ask questions and discuss your concerns.
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