WealthWorks WealthWorks
General Advice Warning: Any information provided is general in nature and does not consider your personal objectives, financial situation, or needs. Consider seeking independent advice before making financial decisions.
CR

Craig Rashleigh

Financial Adviser

Rashleigh Financial Services Pty Ltd
Berri, SA 5343

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 Rashleigh is an ASIC-registered financial adviser based in Berri, South Australia, dedicated to helping clients achieve their financial goals. With a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) obtained in 2004 and becoming a Certified Financial Planner (CFP) in 2007, Craig has a strong foundation in financial planning principles. He further enhanced his expertise with specialized training in Self Managed Superannuation Funds and Margin Lending and Geared Investments from Kaplan Higher Education. Craig is authorised to provide advice on a comprehensive range of financial products, ensuring his clients receive tailored solutions that meet their unique circumstances. His authorisations enable him to advise on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. Key services Craig provides: • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Ready to take control of your financial future? Contact Craig Rashleigh today for a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Derivatives Retirement Savings Accounts Government Debt Securities Retirement Planning Superannuation Advice Wealth Management Insurance Solutions Investment Strategies

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000232706

Verify on ASIC Register

Authorised Representative Number

000248933

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Craig Rashleigh offer?

Craig Rashleigh provides advice on a wide range of financial products and services, including superannuation, insurance, wealth management, retirement planning, and investments. He can help you create a comprehensive financial plan tailored to your individual needs and goals.

What qualifications does Craig Rashleigh have?

Craig Rashleigh holds a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) and is a Certified Financial Planner (CFP). He also has specialized training in Self Managed Superannuation Funds and Margin Lending and Geared Investments from Kaplan Higher Education.

What can I expect during my first meeting with Craig Rashleigh?

During your initial consultation, Craig will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then discuss potential strategies and solutions that can help you achieve your financial objectives. This is also a great opportunity for you to ask any questions you may have.

How can Craig Rashleigh help me with my superannuation?

Craig can provide advice on all aspects of superannuation, including choosing the right fund, consolidating your super accounts, and developing a retirement income strategy. He can also advise on Self Managed Superannuation Funds (SMSFs).

Why should I choose Craig Rashleigh as my financial adviser?

Craig is a highly qualified and experienced financial adviser who is committed to providing his clients with personalized and professional advice. He takes the time to understand your individual needs and goals and develops tailored solutions to help you achieve financial success. His ASIC registration ensures he adheres to strict ethical and professional standards.

Get in Touch

Contact Craig directly for personalised advice.

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.