We are thrilled to welcome Craig McGowen to the WealthPartners Team. Craig joins us as a Senior Financial Adviser and has answered some questions below so that we get to know him better:
Tell us about your past experience?
Before my career as a financial adviser, I was a consultant to the financial advice industry, where I helped decision-makers in organisation to better understand their customer’s needs. This role showcased to me the myriad of challenges that people have with building their wealth, and the opportunities that they miss on a regular basis. It is provided me with valuable insights into what clients want from a relationship with a financial adviser. This led me to realise that financial advice, and in particular the opportunity guide, educate and enable clients to achieve their wealth creation goals was the career that I wanted to pursue long-term.
Why did you choose to move to WealthPartners?
I have seen many changes in our industry, particularly in recent years. With the changing landscape in financial advice, I feel that WealthPartners is perfectly positioned to be able to help clients navigate changes and achieve their goals. Having previously worked as a financial adviser at BT which is a large organisation, I am excited to work for a smaller organisation and develop meaningful long-term client relationships.
What do you enjoy outside of work?
Outside of work, you will usually find me in the park with my fiancee taking our German Shepherd for a walk, or down at the beach taking my longboard for a few waves. You may also catch me playing soccer in winter and baseball in summer. I can also be found cooking up a storm in the kitchen, and a fanatically supporting my three other loves in life: The Australian Cricket Team, Sydney Swans and the Wests Tigers.