Advisor Profile
CRAIG PHILLIPS
Craig is a Senior Financial Advisor with over 20 years’ experience in the financial services industry.
Craig’s experience covers a very broad range of services that include a truly holistic and personalised approach to putting clients in a better position by being their project manager - to help get things done right.
Craig has worked extensively in portfolio construction, tax planning, retirement planning, pensions, social security, aged care, managed funds, direct equities, estate planning as well as all forms of superannuation including SMSFs , defined benefit funds and personal insurance advice.
As a planner Craig finds it very motivating to make a real difference to families and business by finding out what’s important to them, putting robust and workable plans in place and then to provide the ongoing service to help them achieve their goals.
Craig’s qualifications include:
Certified Financial Planner studies, Fellow Chartered Financial Practitioner, Bachelor of Economics, Advanced Diploma of Financial Planning, Diploma of Company Directors and FASEA Approved.
Craig’s accreditations include:
Tax (Financial) Adviser
Society of Trust and Estate Practitioners (STEP)
Self Managed Super Fund Specialist™ (Committee member of ACT branch)
Accredited Aged Care Professional™
Craig's Memberships include:
Association of Financial Planners
Financial Planning Association of Australia (ACT committee member)
LUISA CAPEZIO
"Striving for positive change, challenging the status quo and delivering the best result for the people that I represent are three areas from which I draw my motivation" - Luisa Capezio
Aged Care Navigation
Luisa has over twenty years experience in the healthcare sector across multiple therapeutic areas.
She takes a multi-disciplinary approach to your aged care-solutions; taking into consideration your health, financial and legal needs.
She has extensive experience to ensure individuals and families find the best solution for loved ones who need support to either stay at home or are ready to take the next step into a retirement village, downsizing or residential aged care arrangement.