Craig Otto

Director & Lead Adviser

Team Role

To take a holistic approach to the management of the financial affairs of his clients encompassing tax planning, business advisory, asset protection, superannuation, estate planning and risk management.

Professional Expertise

Strategic taxation and business advice to small and medium enterprises and high net wealth individuals.
Strategic retirement planning for individuals with self managed superannuation funds.

Career Overview

Before founding the practice, Craig worked with PriceWaterhouseCoopers in Brisbane which gave him exposure to a wide variety of strategic business and taxation issues.
At the completion of his Professional Year with the Institute of Chartered Accountants, he was one of four people short listed for the Institute’s prestigious Professional Year Medal.
Since moving to Noosa in 1999, Craig has developed detailed knowledge of the local business environment and the use of self managed super funds to minimise tax and provide for retirement. He has been a key partner for his business clients by assisting them with building better businesses.

Qualifications

Bachelor of Business – Honours (Accounting), Chartered Accountant (CA)

Personal Interests

Golf and sports generally. Spending time with his young family.

Email

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