Craig is a Certified Financial Planner and specialises in long-term wealth creation and protection, retirement planning, aged care, estate planning, business insurance and self-managed superannuation. He manages many of Fortunity’s small business and SMSF clients and is dedicated to helping clients preserve and build lasting wealth and financial security.
“One of our greatest strengths is the personal service we provide our clients. We take the time to look closely at their situations before working to maximise value on their behalf”. Paul Bolton.
Tricia heads up our ‘Fortunity in the Community’ committee, our own charitable group which supports local and national charities such as Coast Shelter and the Australian Red Cross.
Tricia has been appointed to the board of peak independent school body, the Association of Independent Schools (AIS) NSW as a Director. She is also the Treasurer for Central Coast Grammar School which she joined in 2017.
Tim recently held to the position of Chairman of the World Board for PrimeGlobal, one of the top five associations of independent accounting firms in the world.
Prior to joining Fortunity, John worked as Divisional Accountant for Beyond International Ltd. and HLB Mann Judd in Sydney as their Manager of Business Services.
Shaun is a Certified Financial Planner and holds a Diploma and Advanced Diploma in Financial Services.