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 
  • Chairing a client’s Professional Team Meetings
  • Tax effective structures like SMSFs and Family Trusts

Cris Abellar loves

  • Taking her pre-schooler to bush school classes
  • Exploring walking trails with her dog and young family
  • Book club gatherings

Qualifications

  • Certified Financial Planner  (CFP)
  • Graduate Diploma of Chartered Accountants (CAA)
  • Bachelor of Business Administration/Bachelor of Commerce (Macquarie University) 
  • Self-Managed Super Funds (Kaplan)
  • Margin Lending and Geared Investments (Kaplan)
  • Accredited Listed Product Adviser (ALPA) (Kaplan)
  • Ethics and Professionalism in Financial Advice (Kaplan)

Membership & associations

  • Financial Advice Association Australia (FAAA)
  • NSW Justice of the Peace 
  • Registered Tax (Financial) Adviser with the Tax Practitioners Board

Areas of expertise

  • Wealth Creation 
  • Retirement Planning 
  • Chairing a client’s Professional Team Meetings
  • Tax effective structures like SMSFs and Family Trusts

Qualifications

  • Certified Financial Planner  (CFP)
  • Graduate Diploma of Chartered Accountants (CAA)
  • Bachelor of Business Administration/Bachelor of Commerce (Macquarie University) 
  • Self-Managed Super Funds (Kaplan)
  • Margin Lending and Geared Investments (Kaplan)
  • Accredited Listed Product Adviser (ALPA) (Kaplan)
  • Ethics and Professionalism in Financial Advice (Kaplan)

Membership & associations

  • Financial Advice Association Australia (FAAA)
  • NSW Justice of the Peace 
  • Registered Tax (Financial) Adviser with the Tax Practitioners Board

Cris Abellar loves

  • Taking her pre-schooler to bush school classes
  • Exploring walking trails with her dog and young family
  • Book club gatherings

What Cris's clients have to say

“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.