Craig Wilford is Partner of the Financial Planning division at Nexia Court & Co. An authorised Financial Planner in both Australia and the UK for over 19 years, his experience includes 2 years working for a large multi-national financial services company in the UK and 9 years advising clients of Nexia Court & Co. Craig’s focus is on providing wealth accumulation and retirement planning advice for individuals, executives and small to medium-sized business owners.
On-going training and research ensures Craig is constantly up-to-date with the latest industry developments and products. A member of the Firm’s internal research committee, he not only identifies potential new investment opportunities but also any existing investments that could be under-performing and therefore a threat to his client’s financial objectives. He believes his clients should be well-informed and regularly conducts in-house seminars for new and existing clients on such topics as retirement income strategies, alternative investment strategies and briefings on the current financial environment.
Craig has been accredited in the AFR Smart Investor Top 50 Financial Planners Master Class for 2008, 2009, 2010 and the current series for 2011.
Craig maintains his success is based on identifying individual financial solutions for individual needs and requirements.The fact that Nexia Court Financial Solutions operates on a fee for service basis, provides the right environment to ensure he is able to customise his strategies, offering advice and strategies that are based on each client’s situation and circumstance. Committed to delivering the best possible level of service, his broad spectrum of loyal clients and on-going business referrals is a direct reflection of his expert advice and strategies.
Craig is an Authorised Financial Planning Representative. He holds a Bachelor of Business, Banking and Finance degree, a Masters of Taxation and a Diploma of Financial Planning (Australia). He also holds the equivalent Financial Planning qualification from the UK; the Advanced Certificate of Financial Planning (UK).
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