Authorised Representative and Credit Representative of Hillross Financial Services Limited.
Mark and I started Coral Coast Financial Services in 2001 with the idea that we would help people create wealth, as it turns out this was only one part of our destiny.
Being termed a financial planner can be so limiting, it conjures up images of salesmen in suits sliding in an out of your life, cold and clinical, and is nothing at all like reality. What I have found on my journey to becoming a trusted adviser is that I am and must be so much more than an investment adviser.
To truly be able to help I need to partner in peoples lives, to understand and empathize and to invest some of myself. It is not just a business transaction it is a relationship of personal and financial success. I love what I do because I know I make a difference in the lives I touch and lives that touch me. I am a financial planner and I work for my friends.
Qualifications & Memberships
- Certified Financial Planner
- Member of the FPA
Areas of expertise
- Self Managed Super Fund
Craig's Ideas of Financial Freedom
My idea of Financial Freedom is to have choice on how I spend my time.