about us

philosophy

Our business philosophy includes three essential areas, specifically, providing highly ethical advice, having a comprehensive choice of products and providing advice that isn't influenced by remuneration incentives.

  • Ethical Advice
    I believe it is imperative that a professional financial planner provide ethical advice to enable the design of strategies and services that suits the client’s needs. Our business is committed to providing ethical financial advice that is in the best interests of each individual rather than the interest of the planner
  • Product Range
    A large product range can allow the planner to 1) recommend a wide choice of strategies to suit clients circumstances, goals & objectives, 2) access the most competitively priced insurance premiums and 3) achieve enhanced portfolio performance through a broad range of high quality fund managers and investments.

    Wealthsure is an independently owned licensee which means they are not owned by banks, credit unions or fund managers. As a representative of Wealthsure our business has access to a diverse range of products and providers.
  • Not Influenced by Remuneration Incentives
    A client must be confident that their planner is not influenced by upfront remuneration incentives such as commissions offered by product providers and/or the licensee. Our business is committed to providing sound financial advice that suits the client’s circumstances, goals and risk profile without regard to remuneration incentives.

 

 

Craig Parker
Financial Qualification

Principal and Financial Planner, Craig Parker: authorised representative of Wealthsure Pty. Ltd.

 

Diploma in Financial Services and currently finalising the Advanced Diploma in Financial Services with the following modules completed:

  • Entry Level Competencies
  • Risk Management
  • Investment Planning 1
  • Superannuation and Retirement Planning
  • Taxation Planning and Estate Planning
  • Investment Planning 2

 

 

CNP Financial Innovation is a corporate authorised representative of the Australian Financial Services Licensee WealthSure Pty Ltd. License No 238030. 34 Hasler Road, Osbourne Park WA 6017.
key staff biographical
Principal and Financial Planner, Craig Parker: authorised representative of Wealthsure Pty. Ltd.

Craig Parker

Craig has grown and managed his own successful boutique financial planning practice ‘CNP Financial Innovation.

Prior to 2004, he was associated with DBA Financial Designs, a corporate authorised representative of Wealthsure.
In this role, he worked closely with and was mentored by the director of DBA Financial Designs, who shared his wealth of knowledge on strategy design for clients gained from over 15 years industry experience. The DBA director has since become a director of Wealthsure Pty. Ltd.

Craig commenced his training in 2003 with MLC Financial Planning where he was responsible for the design of strategies for clients and the provision of para-planning services to the head Financial Planner.