Craig van Wegen

International Taxation & Family Office Advisor

Craig has over 20 years experience as an international taxation and accounting consultant. He has considerable experience with structuring international transactions and has assisted many businesses and Family Offices with tax effective corporate structuring, compliance and auditing requirements.

Craig is co-founder and director of Pinnacle Group, a Melbourne-based legal and taxation advisory business. Craig also has excellent commercial knowledge and brings a very practical approach to client needs and sits on the board of directors of a number of client and independent groups.

Craig is a Chartered Accountant (Australia), a Chartered Taxation Advisor (Taxation Institute of Australia), holds a Masters of International Taxation (University of Melbourne) and a Bachelor of Business (Deakin University).

 

 

Advisory Board Members

The following esteemed individuals comprise IPO Wealth’s Advisory Board.

*The IPO Wealth Fund (Fund) is a managed investment scheme, available to wholesale investors only, and not available to retail investors. Vasco Investment Managers Ltd (ACN 138 715 009, AFSL 344486) (Vasco) is the trustee of the Fund, and IPO Wealth Pty Ltd (ACN 617 039 255, AFSL Auth. Rep. No. 001 253 092) (IPO Wealth) is the investment manager of the Fund. IPO Wealth Pty Ltd is a Corporate Authorised Representative of D H Flinders Pty Ltd for the purposes of providing general advice relating to the IPO Wealth Fund only, and in no other capacity. IPO Wealth Pty Ltd is a wholly owned subsidiary of Mayfair 101. None of Vasco, IPO Wealth, nor D H Flinders Pty Ltd (ACN 149 601 596, AFSL 353001) guarantees any income or capital return from the Fund. Investments in the Fund are investments for a fixed period of time, in return for Fund units relating to period of investment, targeted return and targeted distribution timing. Target returns are intended maximum returns only, based on expected underlying investment performance, and are not guaranteed. The Fund lends monies to companies related to the investment manager, to fund private equity transactions. An investment in the Fund is not a bank deposit and is subject to a greater risk than cash investment products, including loss of income and part or all of the capital invested. You should consider this information, the Fund’s Information Memorandum (IM), and seek your own independent financial advice before investing in the Fund. IPO Wealth provides only general advice which does not consider an individual investor’s objectives, financial situation or needs.