Private Wealth Adviser

Cris Abellar

Dip FS (FP), B.BA, B.Com (Acc), Grad Dip CA, SMSF (Kaplan)

With an emphasis on client service and developing personalised financial advice, Cris is a Private Wealth Adviser focusing on providing tailored financial advice in Wealth Creation, Retirement Planning and Personal Insurance.


Cris has worked in the financial services industry since 2005 and has developed an expertise in providing high level structuring and strategic advice to clients.

She prides herself on forming long term relationships with clients and is passionate about assisting them achieve their lifestyle and financial goals. Cris provides advice in a number of areas including:

– Constructing both wealth creation and retirement plans
– Recommending appropriate investments to achieve client objectives
– Reviewing and restructuring investment portfolios

Away from the office, Cris enjoys the rugged outdoors and her favourite way to unwind is walking her dog on the beach or through a national park.

Contact: info@stanfordbrown.com.au

the team

Qualifications

Diploma of Financial Services (Financial Planning)

Bachelor of Business Administration/Bachelor of Commerce – Accounting

Graduate Diploma of Chartered Accounting

Accredited Self Managed Superannuation Adviser SMSF (Kaplan)

Memberships & Associations

Financial Planning Association of Australia (FPA)

Authorised Representative # 350757

 

Key Areas of Focus

Wealth Creation

Retirement Planning

Self Managed Superannuation Funds

Direct Equity Investments

Cris’ toughest personal challenge….

Shattering stereotypes.

Cris’ favourite quote….

“Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones you did do. So throw off         the bowlines. Sail away from the safe harbor. Catch the trade winds in your sails. Explore. Dream. Discover.”
Mark Twain

Best advice Cris has received….

“If you are too busy to laugh, you are too busy”
Proverb

Advice to 18 year old you….

Do you know the difference between a master and a beginner? The master has failed more times than the beginner has even tried.

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