Craig Meldrum Email & Phone Number
Compliance Manager @ Copia Investment Partners
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Craig Meldrum Location
- Melbourne, VIC, AU
Craig Meldrum Work
- Compliance Manager @ (November 2024 - Present)
- Consultant @ taxStrat (May 2024 - Present)
- Head of Professional Standards and Technical Services @ (August 2018 - May 2024)
- Head of Financial Advice and Head of Technical Services @ (November 2007 - August 2018)
- Manager Technical Services @ Aon Advice (January 2004 - January 2007)
Craig Meldrum Education
- UNSW
Master’s Degree (Taxation Law)
2013-2015 - Deakin University
Dip FP (Financial Planning)
2000-2002 - Monash University
BBus[Bkg&Fin]
1995-1999 - John Paul College
HSC (Secondary College)
1980-1986
Craig Meldrum Skills
- Research
- Technical Services
- Financial Planning
- Superannuation
- Investments
- Insurance
- Estate Planning
- Retirement Planning
- Financial Advice
- Strategic Planning
- Business Strategy
- Portfolio Management
- Wealth Management
- Mentoring
- Problem Solving
- Tax
- Negotiation
- Public Speaking
- Compliance
- Financial Analysis
- Team Leadership
- Analysis
- Strategic Financial Planning
- Financial Advisory
- SMSF
- Investment Strategies
- Pensions
- Wealth
- Financial Risk
- Finance
- Financial Services
- Risk Management
- Wealth Accumulation
- Banking
- Life Insurance
- Income Protection
- Investment Management
- Investment Advisory
- Personal Finance
- Wealth Management Services
- Equities
- Relationship Management
- Financial Planners
- Strategy
- Asset Allocation
- Management
- Retirement
- Asset Management
- Mutual Funds
- Stakeholder Management
- Sales
- Data Analysis
Craig Meldrum Summary
- Craig Meldrum, based in Melbourne, VIC, AU, is currently a Compliance Manager at Copia Investment Partners. Craig Meldrum brings experience from previous roles at taxStrat, Infocus (Australia), Australian Unity Personal Financial Services Ltd and Aon Advice. Craig Meldrum holds a 2013 - 2015 Master’s Degree in Taxation Law @ UNSW. With a robust skill set that includes Research, Technical Services, Financial Planning, Superannuation, Investments and more. Craig Meldrum has 2 emails and 1 mobile phone numbers on RocketReach.
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