Cris Abellar

Principal, Private Wealth Adviser

"Communication is key for a successful relationship and I take listening to my clients' specific needs very seriously."

Cris is a Certified Financial Planner providing financial planning advice in the areas of wealth creation, retirement planning and personal risk management. At a time of significant life change, she helps clients feel in control of what’s important to them by bringing together all of the small things with a plan to work towards the big thing. She has over 10 years’ experience in advisory roles for boutique firms and prior to that earned her Chartered Accounting qualifications at a large investment bank.

Areas of expertise

  • Wealth Creation 
  • Retirement Planning 
  • Personal Risk Management 
  • SMSFs and Family Trusts 

Cris Abellar loves

  • Boisterous boardgame nights
  • Helping people during the most difficult time of their lives via the Cancer Council Pro Bono program
  • The learning aspect of travel – different cultures, how history shapes society, food!
  • The discipline required to master mixed martial arts

Qualifications

  • Certified Financial Planner  
  • Graduate Diploma of Chartered Accountants 
  • Bachelor of Business Administration/Bachelor of Commerce (Macquarie University) 

Membership & associations

  • Financial Planners Association (FPA) 
  • NSW Justice of the Peace 

Areas of expertise

  • Wealth Creation 
  • Retirement Planning 
  • Personal Risk Management 
  • SMSFs and Family Trusts 

Qualifications

  • Certified Financial Planner  
  • Graduate Diploma of Chartered Accountants 
  • Bachelor of Business Administration/Bachelor of Commerce (Macquarie University) 

Membership & associations

  • Financial Planners Association (FPA) 
  • NSW Justice of the Peace 

Cris Abellar loves

  • Boisterous boardgame nights
  • Helping people during the most difficult time of their lives via the Cancer Council Pro Bono program
  • The learning aspect of travel – different cultures, how history shapes society, food!
  • The discipline required to master mixed martial arts

“Cris Abellar has provided excellent, unbiased advice to us for several years now. She is thorough in her analysis and balanced in how she guides our financial planning … We hold Cris in high regard and with a high level of trust.”

— Robert W.