Craig Wilford is a Partner of the Financial Services division at Nexia Sydney. He has had over 20 years experience as an authorised financial planner, both here in Australia as well as the UK.

 

 

Craig has been providing holistic advisory services for clients of Nexia Sydney since 2003. His focus is on providing wealth accumulation and retirement planning advice for individuals, executives and small to medium-sized business owners. Given his international experience, Craig also assists those clients with cross jurisdictional issues, whether as expatriates relocating overseas or as non-residents relocating to Australia. The regulatory and technical requirements for cross border advice is quite onerous and the combination of Craig’s skill set in this area along with the specialities in the global Nexia network allows him to provide comprehensive advice to his clients.

All of Craig’s portfolios are carefully structured in accordance with his clients’ specific financial and personal objectives. Importantly, a lot of time is spent with the client to ensure they properly understand the relative merits of the recommended strategy against potential alternatives to ensure they enjoy a full understanding of how those goals will be met. Craig is committed to delivering the best possible level of service, and his broad spectrum of loyal clients and on-going business referrals is a direct reflection of his expert advice and strategies.

Craig has regularly been recognised as a leading financial planner by the AFR Smart Investor Masterclass and he prides himself on ensuring his technical skills are as strong as possible at all times. He was also a runner up in the European Division, 2019 PlanPlus Global Awards, the world-leading financial planning, risk tolerance profiling, and suitability firm.

Nexia Sydney Financial Solutions operates on a fee for service basis, providing the right environment to ensure Craig and his team are able to customise strategies, financial solutions and exercise their experienced advice to suit each individual client’s situation, requirements and circumstances. 

Craig is an Authorised Financial Planning Representative. He holds a Bachelor of Business (Banking and Finance), a Master of Taxation, CERTIFIED FINANCIAL PLANNER® Designation and a Diploma of Financial Planning (Australia). He also holds ; the Advanced Certificate of Financial Planning (UK).