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Craig Abela Afp® is listed as Practice Principal and Financial Planner at Signate Private Wealth, a company with 17 employees, based in Queensland, Australia, Australia. AeroLeads shows a matched LinkedIn profile for Craig Abela Afp®.
Craig Abela Afp® previously worked as Practice Principal and Financial Planner at Sterling Private Wealth and Financial Planner at Anz.
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Helping people work towards financial independence through wealth management options is something I am really passionate about.Every clients’ financial position is unique and requires a demonstrated understanding of your current situation, goals and objectives for the future. No one size fits everyone. I really enjoy the client consultation process and getting to understand clients’ goals and objectives by road mapping out wealth accumulation strategies to sustain lifestyles through to retirement. Different stages of life also determine the best financial position for you at that time.Whether it’s saving to buy your first home, putting some structure into your superannuation, growing wealth and paying down debt or you’re a pre-retiree wanting to maximise your super in the short term, I have excellent customer testimonials and referrals which have enabled me to build and nurture long term clients and see them through these lifecycle stages.The fact I’m dealing with people’s savings and financial affairs does not escape me, and I take this very seriously. My approach is to treat clients like they are a member of MY family. I pride myself on delivering what we agree, and ensure I remove the ambiguity of any ‘what ifs’. Trusting me with financial options and advice to do the right thing can have a massive impact. We do this by making smart decisions together.The greatest thank you and reward I receive is when clients refer me to their family and friends. I believe that taking your financial future into your own hands is essential to building smart wealth strategies that will set up you and your family’s financial independence for years to come.If I can be of any assistance to you, please don’t hesitate to get in touch with me.
Listed skills include Wealth Management, Financial Services, Relationship Management, Banking, and 27 others.
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A career timeline built from the work history available for this profile.
Gold Coast, Queensland, Australia
At Signate Private Wealth (Formerly Sterling Private), we distinguish ourselves from our competition through our personalised service by ensuring we uphold a level of excellence for our valued private clients.Our objective is to eliminate financial complexity whilst delivering results so our clients enjoy the lifestyle they definitely deserve.As a client.
Gold Coast, Australia
In my role as a Financial Planner I am responsible for providing a wide range of needs to my clients such as Retirement Planning, Wealth Creation, Wealth Protection. I also service many of my clients on an ongoing basis to ensure we keep on track to achieve their goals, needs and objectives.
Cairns, Australia
Providing a wide range of Financial Planning needs to clients with a focus on wealth protection and wealth creation such as superannuation.
Melbourne, Australia
My role as a Sales and Leadership coach allowed me to work with many different people across the organisation which I was responsible for providing a holistic approach to leadership and development of front line leaders and staff.
Melbourne, Australia
My role at the National Business Centre provided me the opportunity to lead a number of team with a specific focus on delivering operational improvements whilst delivering after sales support to our customers.
Melbourne, Australia
My role as a Customer Relations team leader allowed me to work with highly skilled people that resolved complex complaints. I was responsible for the coaching and development of numerous staff to provide holistic resolutions to highly sensitive complaints.
Melbourne, Australia
My role at Telstra included servicing a wide range of client inquiries ranging from billing, network and any other mobile phone related issues.
Other employees you can reach at signateprivate.com.au. View company contacts for 17 employees →
Mathine Walter
Colleague at Signate Private Wealth
Gold Coast, Queensland, Australia, Australia
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JJ
Jessica Just
Colleague at Signate Private Wealth
Greater Brisbane Area, Australia
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RP
Ross Potter
Colleague at Signate Private Wealth
Gold Coast, Queensland, Australia, Australia
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PS
Peter Stevenson Cfp®
Colleague at Signate Private Wealth
Queensland, Australia, Australia
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CF
Cristian Fuenzalida
Colleague at Signate Private Wealth
Australia, Australia
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SP
Sena Pona
Colleague at Signate Private Wealth
Greater Brisbane Area, Australia
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CS
Carlo Santos
Colleague at Signate Private Wealth
Australia, Australia
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PL
Phil Layton
Colleague at Signate Private Wealth
Greater Brisbane Area, Australia
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SP
Simon Parker
Colleague at Signate Private Wealth
Greater Brisbane Area, Australia
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SS
Seton Samson
Colleague at Signate Private Wealth
Greater Brisbane Area, Australia
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Quick answers generated from the profile data available on this page.
Craig Abela Afp® works for Signate Private Wealth.
Craig Abela Afp® is listed as Practice Principal and Financial Planner at Signate Private Wealth.
Craig Abela Afp® is based in Queensland, Australia, Australia while working with Signate Private Wealth.
Craig Abela Afp® has worked for Signate Private Wealth, Sterling Private Wealth, Anz, and Telstra.
Craig Abela Afp®'s colleagues at Signate Private Wealth include Mathine Walter, Jessica Just, Ross Potter, Peter Stevenson Cfp®, and Cristian Fuenzalida.
You can use AeroLeads to view verified contact signals for Craig Abela Afp® at Signate Private Wealth, including work email, phone, and LinkedIn data when available.
Craig Abela Afp® is listed with skills including Wealth Management, Financial Services, Relationship Management, Banking, Risk Management, Retirement Planning, Personal Protection, and Portfolio Management.
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