Craig Mckenzie
Financial Adviser
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About
Craig Mckenzie is an ASIC-registered financial adviser based in North Geelong, dedicated to helping clients achieve their financial goals. With a strong foundation built upon years of experience and comprehensive qualifications, including Self Managed Super Funds - Integratec Training (2003), an Advanced Diploma of Financial Planning FNS60404 and Diploma of Financial Planning FNS50804 both from Tribeca (2005), Craig provides expert guidance across a range of financial areas. As a member of the Financial Advice Association of Australia (FAAA), Craig adheres to the highest ethical and professional standards. Authorised to provide advice on superannuation, insurance, wealth management, and retirement planning, Craig offers tailored solutions to meet each client's unique needs. He is also qualified to advise on investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities, ensuring a holistic approach to financial well-being. Key services include: • Superannuation advice and SMSF management • Comprehensive insurance solutions • Strategic wealth management • Tailored retirement planning • Investment advice and portfolio construction Ready to take control of your financial future? Contact Craig Mckenzie today to arrange a consultation and discover how personalised financial advice can benefit you.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Craig Mckenzie offer?
Craig Mckenzie specialises in providing advice on superannuation, 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, offering comprehensive financial solutions.
What are Craig Mckenzie's qualifications?
Craig holds Self Managed Super Funds - Integratec Training (2003), an Advanced Diploma of Financial Planning FNS60404 and Diploma of Financial Planning FNS50804 both from Tribeca (2005). This extensive training ensures he is well-equipped to provide expert financial advice.
What is the process for becoming a client of Craig Mckenzie?
The first step is to contact Craig Mckenzie to arrange an initial consultation. During this meeting, you'll discuss your financial goals and current situation. Craig will then develop a tailored financial plan to help you achieve your objectives.
What can I expect during a consultation with Craig Mckenzie?
During a consultation, you can expect a thorough discussion of your financial circumstances, goals, and risk tolerance. Craig will provide clear and easy-to-understand advice, answering any questions you may have and outlining a clear path forward.
Why should I choose Craig Mckenzie as my financial advisor?
Craig Mckenzie is a highly qualified and experienced ASIC-registered financial advisor with a strong commitment to ethical and professional standards. As a member of the Financial Advice Association of Australia (FAAA) , he provides personalised financial advice tailored to your unique needs, helping you achieve your financial aspirations.
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