Craig has worked in the wealth management and investment advice industry since 1999, servicing the needs of domestic and international private clients. He has an extensive knowledge of wealth management, focusing his attention on obtaining a deep understanding of his clients objectives and combining this with an application of risk management, in order to deliver their desired investment outcome. This also incorporates an understanding of their structuring and asset protection requirements, as there is little point in investing without a feasible long term plan.
Before joining Koda, Craig was a Director at Credit Suisse Private Bank for eight years, providing wealth management and investment advice to a select number of Australian families. Prior to that he was an Adviser & Partner at Macquarie Private Bank, a Senior Investment Manager & Global Sector Specialist at HSBC Investment Management (London) and an Investment Officer at Coutts & Co (London).
Craig is a Chartered Financial Analyst (CFA) and holds a Bachelor of Commerce (Accounting and Finance) from Flinders University, an Investment Advice Certificate from the Securities Institute (London) and a Diploma of Financial Services (Financial Planning) from Tribeca.