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Craig Watson

Craig Watson

BBus DipFP
Authorised representative number: 000259176

Financial Planner

I am supported by a team of professional finance specialists. This unique team approach ensures you receive the best advice for every part of your financial plan.
Craig is a CERTIFIED FINANCIAL PLANNER® (the industry's highest designation). With decades of practical experience and a commonsense approach to planning, Craig's role is to help you use your financial resources to get the most of what you want from life.

Investment Style

Craig adheres to a disciplined investment framework using a broad network of quality investment and economic information. He will explain investments to you simply and provide confidence by delivering sound investment strategies tailored to your personal goals and risk profile.

Services and Specialties

Retirement and Estate Planning
Self-Managed Super Funds
Superannuation Advice
Portfolio Administration
Fixed Interest and Cash Management
Financial Planning

Qualifications and Professional Affiliations

Bachelor of Business (Finance & Marketing)
Diploma of Financial Planning
FPC002B Ethics and Professionalism in Financial Advice


Member of the Financial Advice Association Australia


Life Insurance
Margin Lending
Financial Planning
Managed Investments
I am a partner of Mid Coast Money Management Pty Ltd which operates the business of Morgans Financial Limited - Port Macquarie. My employer remunerates me by way of salary. As a shareholder of Mid Coast Money Management Pty Ltd, I may be entitled to a share of profits. As a Partner of Mid Coast Money Management Pty Ltd, I will be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.