BA, ADFS (FP)
Financial Advice Specialist
Director of Prairie Heritage Wealth Management Pty Ltd, Authorised Representative of Godfrey Pembroke Limited.
Working in conjunction with Godfrey Pembroke Limited, part of NAB’s MLC Wealth Management division, his mission is to help ‘simplify & enhance the lives’ of both his domestic Australian and expatriate Canadian clientele resident in Australia. Since 1990, Craig has been his clients’ ‘Personal CFO’, continuing a client centric financial advice tradition dating back to the early 1950’s when his father Percy began advising clients in Western Canada.
“I followed in my father’s footsteps when I joined the investment firm for which he was provincial manager in 1990. From 1993 – 1996 I was seconded on a periodic basis to Canadians Resident Abroad, to conduct seminars and meet with expatriate Canadians throughout Australasia. In that role, I helped Canadians with residency, taxation, investment, risk management and estate planning matters. As a result, I became uniquely qualified to help simplify and enhance the lives of Canadian expats in all things financial. Having moved from Vancouver to Australia in late 2006 and adjusted to the distinct manner in which advice is provided ‘downunder’, Prairie Heritage Wealth Management Pty Ltd was launched in late 2011. The timing of the launch was in response to an unmet demand for professional financial advice in Australia.”
Your values, and what is important about money to you, are the focus of Craig’s practice philosophy. It is the combination of this philosophy and his unique mix of international experience, financial sophistication and down-to-earth sensibilities that allow him to provide a safe harbour to clients in all things financial.
Administrative Assistant & Secretary
Joy brings many years of experience as an executive assistant, including having worked for AMCOR, ACI Packaging Group and Emerson Process Management in Australia. Joy was also the office and branch administration manager for Lasby Financial Corp / Assante Capital Management in White Rock, British Columbia, Canada.
In her present role, she assists with administrative systems and corporate tax filings.