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Craig Thwaites

Financial Adviser

Securinvest Financial Planners Pty Ltd / Securinvest
Scoresby, VIC 3179

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About

Craig Thwaites is an ASIC-registered financial adviser based in Scoresby, Victoria, dedicated to helping individuals and families achieve their financial goals. With a strong educational foundation, including a Bachelor of Business from Swinburne University (2001), an Advanced Diploma of Financial Planning from Kaplan (2007), a Certified Financial Planner designation from the FPA (2012), and a Master of Business Administration from Deakin University (2015), Craig possesses the knowledge and experience to provide comprehensive financial advice. Craig is a member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest ethical and professional standards in the industry. He is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Craig can help you with: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Ready to take control of your financial future? Contact Craig today for a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation strategies Retirement planning Wealth accumulation Risk management Insurance advice

Client Types

Personal Investors SMSF Self-Employed

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000223280

Verify on ASIC Register

Authorised Representative Number

000227374

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Craig Thwaites offer?

Craig Thwaites provides advice on superannuation, retirement planning, wealth management, and insurance solutions. He is also authorized to advise on investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.

What are Craig Thwaites' qualifications and experience?

Craig Thwaites holds a Bachelor of Business, an Advanced Diploma of Financial Planning, is a Certified Financial Planner, and holds a Master of Business Administration. He has been working in the financial services industry since 2007 and is a member of the Financial Advice Association of Australia (FAAA).

What can I expect during my first meeting with Craig?

During your initial consultation, Craig will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then develop a personalized financial plan tailored to your specific needs and objectives.

How does Craig Thwaites stay up-to-date with changes in the financial industry?

Craig is committed to ongoing professional development and regularly attends industry conferences, workshops, and training sessions to stay informed about the latest changes in financial regulations and investment strategies. He also completed Ethics and Professionalism in Financial Advice in 2019.

What is the process for becoming a client of Craig Thwaites?

The first step is to schedule an initial consultation. During this meeting, you can discuss your financial goals and determine if Craig's services are a good fit for your needs. If you decide to proceed, Craig will work with you to develop a personalized financial plan and implement the recommended strategies.

Get in Touch

Contact Craig directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.