Who We AreExtensive financial experience across chartered accounting, corporate advisory, capital markets, banking and wealth advisory.
B.BUS (Acc), CA, GDipAppFin, F Fin, DFP
Craig has over 30 years’ experience in chartered accounting, corporate advisory, capital markets and high net worth wealth advisory. His experience includes senior leadership roles with some of Australia’s top tier financial institutions in Sydney, Asia and New York including:
- BT Financial Group Advice & Westpac Private Banking, HNW Advice Team (Sydney)
- Westpac Institutional Bank, Corporate Advisory & Capital Markets, Sydney
- Westpac Banking Corporation, Controller International Tax (Sydney, Asia & New York)
- Price Waterhouse, PHB, Corporate Advisory Services & Corporate Tax (Sydney)
In addition to being a Financial Adviser Craig has also been a small business owner. He has been a part owner in three Privately Held Businesses in the import/distribution, agriculture and veterinary consolidation sectors.
What We Do
We are a private client advisory business that specialises in advising private clients & privately held & family owned businesses,
their owners & their families.
Business Owners & Private Clients
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