Craig Smith Email & Phone Number
Senior Financial Adviser @ MOR Accountants
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Craig Smith Location
- Ballarat Central, VIC, AU
Craig Smith Work
- Senior Financial Adviser @ (October 2006 - Present)
- Senior Financial Planner @ Cuthberts Barristers & Solicitors (May 2002 - October 2006)
- Assistant Manager @ Victorian Securities (December 1996 - May 2002)
- Rural Finance Analyst, Business Banking @ (December 1986 - December 1996)
Craig Smith Education
- Deakin University
Diploma of Financial Planning (Financial Planning)
2002 - FPA
Certified Financial Planner (Financial Planning)
Craig Smith Skills
- Wealth Preservation
- Financial Planners
- Savings
- Retirement
- Insurance Planning
- Microsoft Office
- Saving for Education
- Mutual Funds
- Securities
- Customer Service
- Fixed Income
- Financial Services
- Project Planning
- Finance
- Retirement Savings
- Strategic Financial Planning
- Disability Insurance
- Estate Planning
- Insurance
- Equities
- Portfolio Management
- Microsoft Excel
- Life Insurance
- SMSF
- Wealth Accumulation
- Financial Planning
- Asset Allocation
- Mortgage Lending
- Financial Advisory
- Superannuation
- Asset Management
- Wealth
- Term Life Insurance
- Wealth Management Services
- Alternative Investments
- Certified Financial Planner
- Holistic Financial Planning
- Pensions
- Stocks
- Investments
- Financial Advice
- Investment Management
- Relationship Management
- Investment Advisory
- Wealth Management
- Financial Markets
- Income Protection
- Retirement Income Strategies
- Critical Illness
- Retirement Planning
- Personal Financial Planning
- Financial Risk
- Investment Strategies
- High Net Worth Individuals
Craig Smith Summary
- Craig Smith, based in Ballarat Central, VIC, AU, is currently a Senior Financial Adviser at MOR Accountants. Craig Smith brings experience from previous roles at Cuthberts Barristers & Solicitors, Victorian Securities and National Australia Bank. Craig Smith holds a Diploma of Financial Planning in Financial Planning @ Deakin University. With a robust skill set that includes Wealth Preservation, Financial Planners, Savings, Retirement, Insurance Planning and more. Craig Smith has 1 emails and 1 mobile phone numbers on RocketReach.
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