Craig Shainfeld
Financial Adviser
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About
Craig Shainfeld is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping individuals and families achieve their financial goals. With a strong educational foundation including a Diploma of Financial Services (Financial Planning) from Kings International College (2003), an Advanced Diploma from Kaplan Professional (2008), and a Graduate Diploma from Kaplan Higher Education (2023), Craig is well-equipped to provide comprehensive financial advice. Craig's expertise extends to a wide range of financial products, allowing him to offer tailored solutions for your unique circumstances. He is authorised to provide advice on superannuation, insurance, wealth management, and retirement planning, including strategies for Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Whether you're planning for retirement, seeking to grow your wealth, or looking for the right insurance coverage, Craig can provide the guidance you need. He is passionate about empowering his clients to make informed decisions and achieve financial security. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance Ready to take control of your financial future? Contact Craig today to schedule a consultation and discuss your specific needs.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Craig Shainfeld offer?
Craig Shainfeld specialises in superannuation advice, insurance, wealth management, and retirement planning. He can also advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Craig Shainfeld have?
Craig holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), and a Graduate Diploma of Financial Planning. He also completed 'Introduction to SMSFs' training with Accurium Education.
What is the process for working with Craig Shainfeld?
The process typically begins with an initial consultation to understand your financial goals and current situation. Craig will then develop a tailored financial plan to help you achieve your objectives. Regular reviews and adjustments will ensure your plan remains aligned with your evolving needs.
How can wealth management advice from Craig Shainfeld benefit me?
Craig's wealth management advice can help you grow and protect your assets, optimise your investment portfolio, and achieve your long-term financial goals. He provides personalized strategies based on your risk tolerance, time horizon, and individual circumstances.
What can I expect during my first meeting with Craig Shainfeld?
During your first meeting, Craig will take the time to understand your financial situation, goals, and concerns. He will explain his services and how he can help you achieve your objectives. This meeting is an opportunity for you to ask questions and determine if Craig is the right financial adviser for you.
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