Our friendly team will work with you every step of your planning journey to help ensure you achieve your financial goals and objectives. Our clients receive sound, high quality advice from initial consultation through to preparing, implementing and reviewing your plans.
Authorised Representative of Consultum / CFP® / Dip FP / Accredited Aged Care Adviser
Craig is a member of the Financial Planning Association of Australia and has over 35 years' experience working in financial services beginning his career at National Mutual in 1981. Craig works with his clients to understand their personal and business objectives, then develop credible solutions to help them achieve financial independence.
Craig has undertaken extra professional education in the complex and ever changing area of Aged Care, he specialises in Aged Care advice and is an accredited Aged Care Adviser.
Destination Financial Planning is an Authorised Representative of Consultum, which holds an Australian Financial Services Licence (AFSL). This means we are licensed by the Australian Securities and Investment Commission (ASIC) to provide you with advice on a range of financial issues and products.
Outside of work, Craig is a keen golfer, enjoys overseas travel, catching up with family and friends, public speaking at Rostrum, calling the bingo on Saturdays at St George’s Aged Care Home and watching TV or a good movie.
Administration and Client Services Manager
Janet has over 35 years’ administration experience working in the superannuation / financial services industry, commencing within the National Mutual Perth office in 1979. Included in this long career was 23 years as a personal assistant to three busy financial advisers working closely with their clients to ensure applications, transactions and enquiries were attended to in a timely and efficient manner. Janet’s skills assist the orderly and efficient running of our client services.
Outside of work, Janet is an avid reader, enjoys spending time with family and friends, Pilates and walking and especially planning for her next travel destination.