Our People

Biography

Chris is a Director of the Financial Services division in Perth. In his role he provides comprehensive strategic and financial advice to a range of clients throughout Australia.

Chris is passionate about establishing trusting long-term partnerships with his clients and ensures their unique circumstances and goals are catered for via his strong attention to detail.

Chris has a consultative approach to strategy development and portfolio construction which allows his clients to understand their options and overcome emotions which can lead to bad decision making. His strategic and financial solutions provide peace of mind to clients, empowering them to make smart money decisions whilst minimising any unnecessary risks.

Clients who will benefit most from Chris' expertise are those who are facing financial complexities in their lives which they wish to resolve; be it recipients of sudden wealth, retirees wanting to be self-sufficient, empty-nesters that are motivated to accumulate assets for retirement or clients just trying to gain greater clarity about their financial future.

Chris Jas is a Partner of RSM Australia Partners and a Director of RSM Financial Services Australia Pty Ltd. RSM Financial Services Australia Pty Ltd ABN 22 009 176 354 AFS Licence No 238282.

Solutions Chris provides

While his strong qualifications and practical experience allow him to provide quality advice across a broad spectrum of financial planning topics, Chris' areas of special interest and specialisation are:

  • investment strategy advice and ongoing portfolio management services
  • retirement planning strategies
  • superannuation planning including Constitutionally Protected Funds (GESB) and SMSF advice
  • pre-retirement planning incorporating wealth creation and gearing strategies
  • wealth protection strategies and personal risk insurances
  • estate planning and wealth transfer

Professional associations

  • CFP® professional of the Financial Planning Association of Australia (FPA)
  • Associate Member, SMSF Professionals' Association of Australia (SPAA) 

Qualifications

  • Bachelor of Commerce – Accounting & Finance (Murdoch University)
  • Diploma of Financial Services, Financial Planning (Tribeca Learning (Australia) Pty Ltd)
  • Advanced Diploma of Financial Services, Financial Planning (Tribeca Learning (Australia) Pty Ltd)
  • Certified financial planner
Publications

An uncomfortable yet important conversation

17 November 2021
None of us likes to consider our own mortality. For our older loved ones, it’s an even more confronting topic and difficult to discuss. When Charles became ill, his family’s priority was to support him through his treatment, to keep him positive and as comfortable as possible. Typical of his generation, Charles had always been very pr...

thinkBIG - Succession Planning

1 August 2021
For most privately owned and family firms, succession means planning for the sale of your business or handing over control to other family members when you retire. In this report, we not only look at the details for a successful succession plan, but we also take a look at timelines for the best execution of a succession plan. ...

Retirement - How much do I need?

17 September 2020
Retirement: a delightful word that conjures up images of days spent in slippers, volunteering to help others, rediscovering old hobbies, taking long cruises in the Mediterranean, or just enjoying your new found freedom. How long each of us needs to wait before we can retire – and the kind of lifestyle we’re able to enjoy while in retirement ...

Self Employed - Boost Your GESB Super with PAYG from the WA State Government

26 June 2017
If you are a former employee of the WA State Government and now earn your living through your own business, you’ve probably been enjoying some of the pay-offs of the contributions rules afforded to you as a result of being a member of the GESB West State Super Fund. If you’re not sure what we're referring to, check out our article >&...

Last Chance to Sell Down Chunky Investments for Retirement Using GESB West State

9 June 2017
Do the latest changes to Super present the last opportunity for former WA State Government employees, to capitalise on their West State Super before retiring? We have been working with numerous self-employed people, including former employees of the WA State Government, to help them maximise the Super Fund balances for retiremen...

How to crystallise your tax free benefits in GESB West State before it’s too late!

26 May 2017
It’s been argued that superannuation could be considered to be your number one investment asset heading into retirement. After your residential home, which for most is a lifestyle asset rather than investment, we are all looking towards superannuation savings or Centrelink to fund our retirement. For this reason it’s important to be able ...

Last chance for self-employed to maximise super contributions to GESB

8 May 2017
If you’re a doctor, engineer or teacher who has previously worked for the West Australian State Government, you may be aware of the changes to superannuation that will significantly impact one of the best retirement strategies available to you since John Howard’s $1m boom. If you have no idea what your GESB West State Super Fund could b...