Craig Stevens
Financial Adviser
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About
Craig Stevens is an ASIC-registered financial adviser based in Canterbury, VIC, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. Craig's extensive qualifications include a Bachelor of Business (Accounting) from RMIT, an 8 Unit Diploma of Financial Planning from the FPA, and completion of the Certified Practicing Accountants Program with CPA Australia. He has also attained specialist knowledge in Margin Lending and Geared Investments through Kaplan Higher Education, and is an SMSF Specialist Advisor accredited by the Self Managed Superannuation Funds Association. As a member of CPA Australia (CPA), the Financial Advice Association of Australia (FAAA), and the SMSF Association (SSA), Craig adheres to the highest professional standards and ethical conduct. Authorised to provide advice on a broad range of financial products, Craig can assist you with: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance and Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Whether you are planning for retirement, seeking to grow your wealth, or need advice on insurance and superannuation, Craig offers expert guidance to navigate the complexities of the financial landscape. Contact Craig today to discuss your financial future and discover how he can help you achieve your objectives.
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Frequently Asked Questions
What financial planning services does Craig Stevens offer?
Craig Stevens offers a comprehensive range of services including superannuation advice, insurance, wealth management, and retirement planning. He can also provide advice on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What are Craig Stevens' qualifications and professional memberships?
Craig holds a Bachelor of Business (Accounting), a Diploma of Financial Planning, and is a Certified Practicing Accountant. He is also a member of CPA Australia (CPA), the Financial Advice Association of Australia (FAAA), and the SMSF Association (SSA) as an SMSF Specialist Advisor.
How can Craig Stevens help me with my superannuation?
Craig can provide expert advice on all aspects of superannuation, including contributions, investment strategies, and retirement planning. He is also an SMSF Specialist Advisor, providing specialised advice on self-managed super funds.
What is the process of working with Craig Stevens for financial advice?
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 ongoing support are provided to ensure your plan remains aligned with your needs.
What should I expect from a financial planning consultation with Craig Stevens?
You can expect a professional and informative consultation where your financial goals and concerns are carefully considered. Craig will provide clear and concise advice, explaining complex financial concepts in an easy-to-understand manner. You'll leave with a clear understanding of your options and a plan to move forward.
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