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Craig Meathrel

Subject Matter in Financial Planning and Life Insurance

Craig is our subject matter expert in financial planning and life insurance. After completion of the financial roadmap, he is responsible for creating the cashflow scenarios plus the Greatest Probability Report and Circle Chart. Following the input of all our other subject matter experts, he prepares the final strategies for our paraplanning team to document the overarching lifetime financial strategy. 

As a long-term independent adviser running a successful full business in South Australia, Craig brings with him significant skill to align clients' objectives with potential strategies.

Craig is a force for good in financial planning ethics and puts his clients' interests at the forefront of all decisions. His bespoke financial plans give our clients a greater sense of certainty that they will achieve the life they want.

A Bit About Craig 

With over 17 years’ of experience as a financial adviser, Craig developed the Retire Well Blueprint which provides the framework for helping clients get on the right path to their ideal retirement. It was designed to give them a level 10 of confidence that regardless of markets, the economy, or the world, they will achieve their goals.

 

With his straightforward and highly effective approach to financial advice, he has become an expert in helping people achieve a great life now, while also putting them on a path to ultimately living ‘the good life’ in retirement.

 

More information

Education

Qualifications and associations

Former Activities

Other Activities

Finsia - Financial Services Institute of Australasia

Post Graduate Diploma Financial Planning and Services

  • Graduate Diploma in Financial Planning

  • Certified Financial Planner

  • Profession of Independent Financial Advisers

  • Certified Independent Financial Advisers Association

  • Private Client Adviser | Retirement Strategist AMP Advice Wayville

  • Senior Financial Planner | Diamond Blue Financial Services

  • Senior Financial Planner  Ellice-Flint Financial Planning

  • Financial Planner Westpac Premium Financial Services

  • Financial Adviser Thornton Group

Craig spends his free time with his family and spends most weekends at sporting events for his kids. He is an enthusiastic member of the global Parkrun community that meets every Saturday to run or walk 5 kilometres, and most importantly, share a coffee afterwards!

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