Craig Smith
Financial Adviser
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About
Craig Smith is an ASIC-registered financial adviser based in Ballarat Central, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Diploma of Financial Planning from Deakin University (2002) and a Graduate Diploma of Financial Planning from Kaplan (2021), Craig has built a strong foundation of knowledge. He further enhanced his expertise by obtaining certifications as a Certified Financial Planner (FPAA, 2005), ASX Accredited Listed Products Adviser (ALPA, 2011), Accredited Aged Care Professional (2016), and SMSF Specialist Advisor (2017). As a member of FINSIA, the Financial Advice Association of Australia (FAAA), and the SMSF Association, Craig adheres to the highest professional standards, committed to providing advice on superannuation, insurance, and wealth management strategies. He is authorised to provide advice on a wide range of financial products, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Craig can assist you with: • Superannuation advice • Insurance solutions • Wealth management • Retirement planning • Investment strategies Ready to take control of your financial future? Contact Craig Smith today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What services does Craig Smith offer?
Craig Smith provides a comprehensive range of financial services, including superannuation advice, insurance solutions, wealth management, retirement planning, and investment strategies.
What qualifications does Craig Smith have?
Craig Smith holds a Diploma of Financial Planning from Deakin University, a Graduate Diploma of Financial Planning from Kaplan, and certifications as a Certified Financial Planner, ASX Accredited Listed Products Adviser, Accredited Aged Care Professional, and SMSF Specialist Advisor.
What is Craig Smith's approach to financial planning?
Craig Smith takes a personalised approach, working closely with each client to understand their individual circumstances and goals. He develops tailored financial plans to help clients achieve their objectives.
How can Craig Smith help with retirement planning?
Craig Smith can provide expert advice on retirement planning strategies, including superannuation optimisation, investment options, and income planning to ensure a comfortable retirement.
What can I expect during my first meeting with Craig Smith?
During your first meeting, Craig will discuss your financial situation, goals, and risk tolerance. He will then provide an overview of how he can help you and outline the next steps in the financial planning process.
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