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Craig Raits

Private Wealth Adviser, Melbourne
 

Address: Level 7, 161 Collins Street, Melbourne VIC

Phone: 03 9649 2400


About Craig

Craig is a Private Wealth Adviser in the Melbourne office for Shadforth Financial Group.

Education and experience

Craig holds a Bachelor of Business (Accounting), is a Certified Practising Accountant (CPA) and has attained the Financial Planning Specialist designation with CPA Australia. Craig is a CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner via the Financial Planning Association of Australia. CFP® is an internationally recognised mark and the pre-eminent global representation of the profession of financial planners.

In 2024 Craig was honoured in The Barron's Top Financial Advisers in Australia list.

Craig began his career in public accounting where he specialised in tax and accounting before transitioning to financial advice and wealth management. Craig leverages his tax expertise with his knowledge of asset structures to implement tailored financial and investment portfolios that directly respond to client needs and aspirations. He translates highly complex financial and investment strategies into easily understood advice so that his clients understand the options available to them and the trade-offs to their decisions. His expertise is especially sought by senior executives working in the telecommunications, construction, engineering, and steve doring industries.

Outside of work

Away from work, Craig is a passionate Hawthorn Football Club follower and enjoys cycling and music. He is married with two daughters.

Meet Craig's client

Martin

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Talk to our team today

Phone: 1800 501 203

Monday - Friday 9:00am - 5:00pm