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About Us

Welcome to Gordon Private Wealth

Gordon Private Wealth (GPW) Financial Planning is a boutique financial planning firm with over 20 years of financial services experience. We have access to the resources of larger firms but are small and nimble enabling us to provide a personalized, tailored service offering to our clients.

GPW Financial Planning was established in 2023 after years of frustration of not being able to provide timely financial advice due to ‘red-tape’ and inefficiencies created in the industry. GPW’s goal is to provide quality advice with a seamless process from beginning to end, so that our clients can begin the journey of achieving financial freedom as quickly as possible.

At GPW Financial Planning we want to understand the things that are important to you and drive you to succeed and help you bridge this gap through a personalized plan and an ongoing relationship.

We understand that life is constantly changing. Having access to an adviser that can provide timely financial advice and breakdown and explain in simple terms the vast amount of financial information, is paramount in giving you certainty and comfort to remain on track and achieve your goals.

Craig Gordon

Authorised Representative 1000995
Managing Director & Principal Advisor
BCom (Accounting), DFP, ADFP, CA

Craig heads up our financial adviser team with over 20 years’ experience in the financial services industry.

Since beginning his professional career as an accountant in 2002, Craig achieved his Chartered Accounting qualification in 2004 before transitioning to a financial planning role soon thereafter. With the desire to gain some international experience, Craig moved to London in 2007, holding Product Control/ Fund Accountant roles with JP Morgan Chase and Bank of New York before moving back to Australia at the end of 2009 to start a family. Over the last 14 years, Craig has held a number of Senior Financial Adviser roles, with the vast majority of his time spent helping clients within the Commonwealth Bank’s Premier Banking division with their financial and protection needs. Craig is a fully qualified financial advisor having met all industry requirements and has further specialist knowledge in self-managed super funds, margin lending, estate planning and financial derivatives.

Throughout his career, Craig’s success has been built on establishing and maintaining deep long-term relationships with his clients, careful investigation of each client’s goals and utilizing his extensive professional network. This enables him to offer the complete spectrum of financial strategies tailored to build and preserve wealth.

Craig Gordon Financial Planner 2