Financial Planner | Strategy & Investments
Representative of Hood Sweeney Securities AFS Licence No. 220897
Craig Scroop is a Certified Financial Planner® with 14 years of experience at Hood Sweeney Securities Pty. Ltd.
Promoted to Financial Planner in 2015, having worked his way up from Graduate to Analyst, Craig has a strong technical background and in-depth knowledge of investment, wealth creation and retirement strategies.
Craig believes his passion for helping people is a natural fit for his role as Financial Planner. He finds building a plan and helping clients achieve their financial, lifestyle and emotional goals is what gives him job satisfaction.
Developing strategies for his clients is a strong focus for Craig and taking the time to understand the detail is the best way to do this.
“For all different types of clients, business owners to salaried employees, you need to really invest time in understanding who the client is. It is also important to keep your technical knowledge fresh.”
Craig tutors at WEA on the subject of Successful Self- Managed Superannuation and runs education seminars for Hood Sweeney clients, from those at the start of their wealth creation journey, to those in retirement.
“Financial education is such a powerful way to empower people, and helping someone understand a concept which allows them to better navigate the financial landscape is very rewarding.”
Over the past year Craig has taken over the responsibility of serving our regional clients in the mid north, particularly Whyalla. Adding regional clients to his largely metropolitan client base allows him to experience varied client objectives and tailor goal-orientated financial plans.
“No two clients are the same and their goals will adjust over time, having a clear understanding of the client’s objectives is paramount.”
When he’s not working, Craig enjoys time at the family shack on the Yorke Peninsula with his wife and their Golder Retriever, Ralph. An avid golfer, Craig regularly enjoys a round of golf at Kooyonga Golf Club where he is a member. He also appreciates a good wine!
Qualifications and memberships
- CERTIFIED FINANCIAL PLANNER®, Financial Planning Association (Australia, 2013)
- Graduate Diploma in Financial Planning, Kaplan Professional (Australia, 2009)
- Bachelor of Commerce (B.Comm), Finance and Accounting, Flinders University (2005)