Chris is a Certified Financial Planner® with significant experience providing advice on superannuation, managed investments and retirement income streams. Chris brings his extensive knowledge base and technical expertise from many years in the finance industry to develop comprehensive solutions for individual, corporate and government clients.
With a strong background generating financial strategies for both public and private sector clients, Chris prides himself on his ability to build long lasting relationships and deliver personalised, professional services that simplify the financial complexities of life. His deep knowledge of Commonwealth defined benefit superannuation schemes has helped enhance the lives of many public sector employees and their families, allowing them to achieve the best possible outcomes and giving them the freedom to enjoy the things they care about most.
Chris’ ethical and educational approach to financial management focuses on building the knowledge and understanding of his clients so they are empowered to make sound financial choices. Whether there are important financial decisions to be made or people are simply working to achieve a lifestyle goal, Chris specialises in tailoring investment solutions that ensure his clients are best placed to make the most of the future.
RSM Financial Services Australia Pty Ltd ABN 22 009 176 354 AFS Licence No 238282
Solutions Chris provides
- portfolio management
- wealth management
- pre and post retirement planning
- direct share investment
- superannuation including self-managed superannuation funds (SMSFs)
- wealth protection strategies including personal insurance
- business protection planning
- Financial Planning Association of Australia (FPA)
- Bachelor of Commerce – Banking & Financial Services (University of Canberra)
- Diploma of Financial Planning
- CERTIFIED FINANCIAL PLANNER® (Financial Planning Association of Australia)