Craig Watson
BBus DipFP
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
Associations
Member of the Financial Advice Association Australia
Competencies
Superannuation
Life Insurance
Margin Lending
Financial Planning
Generic
Securities
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.
I am an employee and Partner (shareholder) of Mid Coast Money Management Pty Ltd which operates the business of Morgans Financial Limited - Port Macquarie. I am remunerated as your adviser by way of salary and I am eligible to participate in a bonus scheme depending upon performance. As a shareholder I may be entitled to a share of profits.
