Craig Green
I get the most satisfaction when a plan for a client comes to fulfilment and we achieve what was desired.
Craig Green
Position:
Financial Adviser | Managing Director
Qualification:
- Certified Financial Planner (CFP)
- Graduate of the Australian Institute of Directors (GAICD)
- Master of Financial Planning (MFinPlan)
Awards:
Craig was something of a wunderkind when he started in the financial business some 20 years ago. Back then it was all about insurance, but Craig understood the changing market, and took the time to understand the technical aspects of strategy and portfolio construction.
He has spent his career flexing those skills to build bigger, better, and stronger portfolios for his clients.
As a Tottenham Spurs fan, you could say Craig is now in the Harry Kane category of the financial world. He has honed his predatory instinct in front of goal – and with credentials like Certified Financial Planner (CFP) Graduate of the Australian Institute of Directors (GAICD) Masters of Financial Planning (MFinPlan) – he will score major goals for you!