About Us
Experience
Craig began in the industry in February 1982. He has worked at a senior level for a variety of organisations including a life insurance company, small boutique independent financial planning and employee benefit practices and a large global employee benefits firm. Craig has previously owned his own practice before becoming a Director and shareholder of GSB Financial Advice.
Craig has extensive experience in providing all facets of financial advice to individuals, business executives, small to medium enterprise business owners and to employers both large corporates and small to medium enterprises.
Education
- Bachelor Of Business Degree
- Certified Financial Planner
- Diploma of Financial Planning
- Certified Insurance Professional
- Insurance Certificate
Memberships
- Associate of the Financial Planning Association
- Senior Associate of the Australian and New Zealand Institute of Insurance and Finance
Experience
Joseph has been in practice for over 30 years. He has been involved in most aspects of accounting but predominately tax, accounting and audit. Joseph’s areas of specialisation include audit of associations, buying and selling businesses, superannuation, taxation, business strategy and corporate structures.
Many of Joseph’s clients have been with him since he commenced his own practice, over 30 years. He is often the first call by clients seeking advice on how to approach a problem. His clients are diverse and cover many different industries.
Joseph likes to do crosswords, cook and run. He has three children, his two daughters live overseas.
Education
- Qualified Chartered Accountant
- Bachelor Of Business Degree
- Registered Company Auditor
- Registered Tax Agent
Memberships
- Fellow of Chartered Accountants Australia & New Zealand
- Fellow of The Taxation Institute
Our Value Proposition
Essentially a value proposition is a statement about the value of engaging us to assist you. Whilst there are many reasons why you might do this, we believe these are the fundamental ones;
- Our experience and knowledge
- Our expertise and access to independent research
- You do not have time to do things yourself
- You are not inclined to do things yourself
- You want a second opinion or a double check
- You want verification or validation of your own thoughts, ideas, and research.
- For us to bring thoughts, ideas, strategies, and approaches to the fore that you may not have had exposure to before.
- The most valuable facet of engaging us is that we are mindful of your position at all times.
Our Approach and Philosophy
- We listen to you
- We help you identify and articulate your goals, objectives and needs
- We identify, develop, and employ strategies to optimise your position and situation.
- We research and identify appropriate structures, vehicles, and instruments to use.
- Using the above elements, we put the pieces together, construct a well thought out, logical and tailored solution.
- Then we deliver and implement it for you.
- We then on an ongoing basis, monitor and review your program.