Craig Greenwood
Financial Adviser
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About
Craig Greenwood is an ASIC-registered financial adviser based in SALE, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong foundation built on a Diploma of Financial Services (Financial Planning) from Tribeca (2005) and an Advanced Diploma from Archer College (2006), Craig continually updates his knowledge, completing FPC001B Economic & Legal Context for Financial Planning through Kaplan Higher Education Pty Limited in 2021. Craig is authorized to provide advice on a comprehensive range of financial products, ensuring that clients receive well-rounded support for their financial needs. His expertise covers superannuation, insurance, wealth management, and retirement planning, allowing him to create bespoke strategies that align with each client's unique circumstances. • Superannuation advice • Insurance solutions tailored to your needs • Comprehensive wealth management strategies • Retirement planning for a secure future • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Craig is committed to providing clear, understandable advice, empowering clients to make informed decisions about their financial future. Whether you're planning for retirement, seeking to grow your wealth, or need assistance with superannuation, Craig can help. Contact Craig today to schedule a consultation and take the first step towards a brighter financial future.
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Frequently Asked Questions
What types of financial advice does Craig Greenwood offer?
Craig Greenwood provides advice on a range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can help you with investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.
What qualifications does Craig Greenwood have?
Craig holds a Diploma of Financial Services (Financial Planning) from Tribeca (2005), an Advanced Diploma of Financial Services (Financial Planning) from Archer College (2006) and completed FPC001B Economic & Legal Context for Financial Planning through Kaplan Higher Education Pty Limited in 2021.
How can Craig Greenwood help me plan for my retirement?
Craig can help you develop a comprehensive retirement plan that considers your current financial situation, future goals, and risk tolerance. He'll provide advice on superannuation, investments, and strategies to maximize your retirement income.
What is the process of working with Craig Greenwood?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Craig will then develop a personalized financial plan tailored to your needs. He will then guide you through the implementation of the plan and provide ongoing support and advice.
What should I expect from my first meeting with Craig Greenwood?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. This is an opportunity to get to know Craig and understand how he can help you achieve your financial objectives. Be prepared to provide information about your income, expenses, assets, and liabilities.
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