CLIENT FIRST FINANCIAL PLANNING - Key Persons
Job Titles:
- Founding Director
- Senior Financial Adviser
After completing a Bachelor's degree majoring in Finance and Finance Planning Craig began working with KPMG in their corporate insolvency division. It is here that Craig witnessed first hand the terrible financial position allot of very smart people were in and the most annoying fact that they wouldn't have been in such a position if they received quality common sense financial advice first.
It was very early on in Craig's career he realised a passion and a strength of his which was to help others not only make the right financial choices in life but most importantly not to make the wrong ones which according to Craig is often one of the most important intangible benefits of his advice.
Over the years Craig worked for a number of large institutions including two of Australia largest banks delivering quality financial advice to thousands of individuals and families.
However as with many large intuitions Craig started to experience the downside of scale which started to restrict the service and advice his clients needed and so in with the backing and support of one of Australia's most trusted advice groups (MLC) on the 15th of November 2010 Client First Financial Planning (CFFP) was founded.
When Craig is not helping others Craig loves nothing more than spending quality time with his young family.
Job Titles:
- Marketing and Communications
Shelly will be responsible for all the marketing and communications at Client First.
After completing a Bachelor of Business in Retail Management and Marketing she has worked at Chadstone shopping centre in centre management and is now helping the family business.