Craig Volk
Financial Adviser
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About
Craig Volk is an ASIC-registered financial adviser based in Berwick, VIC, committed to helping clients achieve their financial goals with tailored and comprehensive advice. Craig's extensive qualifications include a Graduate Diploma of Business Administration from Swinburne University of Technology and multiple diplomas in Financial Services from Kaplan and Tribeca, culminating in an Advanced Diploma of Financial Services. He is also a proud member of the Financial Advice Association of Australia (FAAA), demonstrating his dedication to upholding the highest professional standards. Craig is authorized to provide advice on a wide range of financial products, ensuring he can meet diverse client needs. His areas of expertise include superannuation, insurance, wealth management, and retirement planning. Craig can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. Key services offered: • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Retirement Planning Whether you are planning for your retirement, seeking to grow your wealth, or need advice on protecting your assets, Craig is here to help. Contact Craig today to schedule a consultation and take the first step towards a secure financial future.
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Licence & Registration Details
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Frequently Asked Questions
What financial planning services does Craig Volk offer?
Craig Volk offers a comprehensive range of financial planning services, including superannuation advice, insurance solutions, wealth management strategies, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities and Retirement Savings Accounts, tailored to your individual needs.
What qualifications does Craig Volk have?
Craig Volk holds a Graduate Diploma of Business Administration from Swinburne University of Technology, a Diploma of Financial Services from Kaplan, a Diploma of Financial Services Financial Planning from Tribeca, an ALPA from Kaplan, and an Advanced Diploma of Financial Services from Kaplan. He is also a member of the Financial Advice Association of Australia (FAAA).
How does Craig Volk approach financial planning?
Craig takes a client-focused approach, starting with understanding your current financial situation, goals, and risk tolerance. He then develops a personalized financial plan to help you achieve your objectives, providing ongoing support and adjustments as needed.
What can I expect during my first meeting with Craig Volk?
During your first meeting, Craig will discuss your financial goals and current situation to gain a clear understanding of your needs. 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.
What types of clients does Craig Volk typically work with?
Craig works with a diverse range of clients, including individuals and families looking to build wealth, plan for retirement, and protect their assets. Whether you are just starting out or are already established, Craig can provide valuable financial advice and guidance.
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