Craig Wylie

BCA , Dip Bus Studies (endorsement in Personal Financial Planning)*

Craig Wylie is a personal financial consultant, educator, workshop presenter and founding director of C Squared Consulting Limited (C2Consulting).  He worked as a personal financial adviser for 30 years, prior to which he was a Chartered Accountant in Public Practice.  Craig works with individuals and presents workshops for employers in the areas of Planning for Retirement, Financial capability and related personal financial topics.

Our employer clients come from the following groups: Government Departments, Local Authorities, Public and Private Companies (of all sizes) as well as Not for Profit entities.

Craig also project manages our national and other projects in addition to supporting our career development services in the area of CV writing.  Craig and C2Consulting are independent of, and do not recommend, any financial products or providers.

 Fees are based on time engaged.

Craig’s consulting expertise includes:

(*Craig no longer provides comprehensive personal financial plans but can provide referrals to appropriately qualified and trusted financial advisers who are authorised to provide ‘regulated financial advice’ – see below)

Craig’s past experience includes:

Qualifications and Designations:

*Craig relinquished his Certified Financial Planner (CFP) and Authorised Financial Adviser (AFA) designations in 2019 and he does not provide ‘Regulated Financial Adviser’ services as defined in the Financial Services Legislation Amendment Act 2019.