Chris has been in the Financial Services industry for seven years, and before that he was with an accountancy firm. His background as a Financial Planner enables him to take a holistic view of his client’s financial situation when assessing their lifestyle and financial needs, goals and objectives.
He has a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), Bachelor of Commerce (Accounting and Finance) and has obtained his CFP® (Certified Financial Planner ®) qualification.
Chris is authorised to provide advice on managed investments, superannuation, personal insurance, securities and self managed superannuation to establish a SMSF, investment advice and limited recourse borrowing arrangement strategic advice.
The following products can be offered by Chris: managed investments, superannuation, deposit taking facilities, personal insurance (e.g. life insurance), portfolio administration services, retirement savings accounts, securities, structured products, government debentures, stocks and bonds.
Chris grew up in Ringwood, went to high school at Yarra Valley Grammar School and university at Monash.
He skims through the business pages of The Age daily, though with the abundance of information he receives via email he feels the paper option is becoming less and less important.
Able to provide access to the following Financial Services through First Financial:
Financial planning advice | Wealth accumulation advice | Superannuation advice, including Self Managed Superannuation Funds | Redundancy advice | Retirement advice | Gearing strategies | Cash flow advice | Social security benefits advice | Centrelink | Life and disability insurance advice | Estate planning services (financial planning)
Authorised to provide advice on the following services:
Managed investments | Superannuation | Personal insurance | Securities | Self Managed Superannuation Funds
Authorised to offer the following products:
Managed investments | Superannuation | Deposit taking facilities | Personal insurance (e.g. life insurance) | Portfolio administration services | Retirement savings accounts | Securities | Structured products | Government debentures, stocks and bonds
AFL Team: Essendon. But more importantly, according to Chris, he's a fan of the Minnesota Vikings (NFL) and managed to see them play their arch rivals the Chicago Bears in Chicago in 2013.