KMS Financial Solutions Directors

Craig Stevens CPA

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Craig is a partner of KMS Financial Solutions. He specialises in providing business, financial and taxation advice to small business operators, family groups, individuals and retirees.
Being a CPA Accountant and Financial Planner, Craig is able to assist clients in working across the tax and financial planning fields to best advise his clients of relevant issues.
With Superannuation and Retirement Planning being a major focus of clients goals and objectives, Craig can assist not only in the Self Managed Superannuation Fund compliance and technical strategies, but as a Financial Planner also can look at your needs and recommend a strategy that suits your particular circumstances.

Areas of Expertise

• Taxation planning, structuring and compliance, asset protection.
• Superannuation: superannuation strategies, self managed funds, retirement planning, estate planning and wealth protection
• Financial Planning – wealth creation and wealth protection, financing and retirement planning.
• Business Advice: profit improvement, cash flow management and management reporting.
• Investment administration and reporting

Professional Qualifications and Memberships

• Bachelor of Business and Accounting (RMIT)
  
• Diploma of  Financial Planning
• Member of the CPA Australia
• Associate Member of the Financial Planning Association
• Authorised Representative of Count Financial Ltd.