Craig Milroy
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 Milroy is an ASIC-registered financial adviser dedicated to helping individuals and families in Sydney achieve their financial goals. With a Post Graduate degree from the Institute of Chartered Accountants Australia (1995), a Diploma of Financial Planning from the FPA (2001), and CFP certification (2006), Craig brings a wealth of knowledge and experience to his practice. He further enhanced his expertise with RG146 Margin Lending certification from MLC ThreeSixty (2011). As a member of Chartered Accountants Australia and New Zealand (CA ANZ) and the Financial Advice Association of Australia (FAAA), Craig adheres to the highest ethical and professional standards. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. Craig is also skilled in advising on Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. Craig's commitment to personalized service ensures that each client receives tailored advice to suit their unique circumstances. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact Craig Milroy today for a consultation and discover how he can help you achieve your goals.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What services does Craig Milroy offer?
Craig Milroy provides comprehensive financial advice, including superannuation strategies, insurance solutions, wealth management, and retirement planning. He can also advise on Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts.
What qualifications does Craig Milroy have?
Craig Milroy holds a Post Graduate degree from the Institute of Chartered Accountants Australia, a Diploma of Financial Planning from the FPA, and is a Certified Financial Planner (CFP). He also has RG146 Margin Lending certification. He is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and the Financial Advice Association of Australia (FAAA).
How does Craig Milroy approach financial planning?
Craig takes a personalized approach to financial planning, ensuring that each client receives tailored advice based on their individual circumstances, goals, and risk tolerance. He focuses on building long-term relationships and providing ongoing support.
What should I expect during my first meeting with Craig Milroy?
During your first meeting, Craig will take the time to understand your current financial situation, your goals, and your priorities. He will then outline a plan for how he can help you achieve your objectives, and explain his fees and services in detail.
Why should I choose Craig Milroy as my financial advisor?
Craig's extensive qualifications, professional memberships, and commitment to personalized service make him a trusted advisor. He is dedicated to helping his clients achieve financial security and peace of mind through sound financial planning.
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.