Chris is a Private Wealth Adviser focusing on providing tailored financial advice in Wealth Creation, Life Event Planning and Retirement Planning.
Chris has been working in the Financial Services Industry since 2002 primarily as a financial adviser to a diverse range of clients. Chris has previously been a principal of a large regional based accounting & financial planning firm. He has completed his DipFP and AdvDipFP and is a Justice of the Peace. Chris is a Practitioner member of the Association of Financial Advisers and a former affiliate chartered accountant.
Chris takes pride in developing long term relationships with his clients, and is passionate about ensuring clients receive the highest level of quality advice in order to assist them in achieving their financial goals. Chris’ diverse experience in financial planning and his pragmatic advice delivery style saw him win the Count Financial Advisor of the Year Award in 2015.
Chris’ areas of speciality include; wealth creation, personal insurance, self-managed super funds, margin lending, debt management and retirement planning.
Chris has two children and enjoys spending his leisure time running and socialising with close friends.the team
Diploma of Financial Planning
Advanced Diploma Financial Planning