With access to the resources of larger firms, but small and nimble, we can provide a personalized service offering to our clients. Craig Gordon heads up our financial adviser team with over 20 years’ experience in the financial services industry. Since beginning his professional career as an accountant in 2002, Craig achieved his Chartered Accounting qualification in 2004 before transitioning to a
financial planning role soon thereafter. With the desire to gain some international experience, Craig moved to London in 2007, holding Product Control/ Fund Accountant roles with JP Morgan Chase and Bank of New York before moving back to Australia at the end of 2009 to start a family. Over the last 14 years, Craig has held a number of Senior Financial Adviser roles, with the vast majority of his time spent helping clients within the Commonwealth Bank’s Premier Banking division with their financial and protection needs. Craig is a fully qualified financial advisor having met all industry requirements and has further specialist knowledge in self-managed super funds, margin lending, estate planning and financial derivatives. Throughout his career, Craig’s success has been built on establishing and maintaining deep long-term relationships with his clients, careful investigation of each client’s goals and utilizing his extensive professional network. This enables him to offer the complete spectrum of financial strategies tailored to build and preserve wealth.
