Craig Meldrum

Head of Technical Services

Craig has over 30 years’ experience in banking and financial services and has combined senior management duties with technical services to provide accountants, financial planners and risk specialists with strategy, research, compliance and technical guidance on all aspects of wealth accumulation, tax management, business structuring, personal and business estate planning, superannuation and retirement planning, social security and aged care. He is qualified in business with specialist expertise in taxation and superannuation and holds a Masters in Taxation, a Bachelor of Business and a Graduate Diploma in Financial Planning. He is a Registered Tax Agent and a Chartered Tax Advisor with the Tax Institute, a Senior Fellow of FINSIA, a Fellow of the FPA and a SMSF Specialist Advisor of the SMSF Association.