Craig Atkinson
Financial Adviser
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About
Craig Atkinson is an ASIC-registered financial adviser based in Busselton, WA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Craig's extensive qualifications include ASIC PS146 Compliance (Securities and Managed Investments) from the Securities and Derivatives Industry Association (2002), Margin Lending accreditation from the Stockbrokers Association of Australia (2010), and a Professional Diploma in Stockbroking, also from the Stockbrokers Association of Australia (2010). He has further enhanced his expertise with Ethics and Professionalism in Financial Advice training from KAPLAN (2019) and successfully completed the FASEA Relevant Provider Exam in 2019. Authorised to provide advice on wealth management, securities, and government debt securities, Craig is well-equipped to assist with a range of financial needs. He can provide advice on how to best manage your wealth to reach your financial goals. Key services include: • Wealth management • Securities advice • Investment strategies • Portfolio construction • Government debt securities Ready to take control of your financial future? Contact Craig today to schedule a consultation and discover how his expertise can benefit you.
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Frequently Asked Questions
What types of financial advice does Craig Atkinson offer?
Craig Atkinson specialises in wealth management, securities, and government debt securities. He provides tailored advice to help you achieve your financial goals.
What are Craig Atkinson's qualifications?
Craig holds ASIC PS146 Compliance (Securities and Managed Investments), Margin Lending accreditation, and a Professional Diploma in Stockbroking. He has also completed Ethics and Professionalism in Financial Advice training and the FASEA Relevant Provider Exam.
How can wealth management advice from Craig help me?
Craig Atkinson can help you assess your current financial situation, define your goals, and develop a comprehensive plan to achieve them through strategic wealth management and investment strategies.
What is involved in your initial consultation process?
The initial consultation involves discussing your financial goals, current situation, and risk tolerance. This allows me to understand your needs and determine how I can best assist you in achieving your objectives.
What can I expect when working with Craig Atkinson?
You can expect a personalised and professional service tailored to your unique financial needs. Craig is committed to providing clear, transparent, and effective advice to help you make informed decisions and achieve your financial aspirations.
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