Summary

Chris aims to improve his clients’ lifestyles by helping them make better financial decisions. He is passionate about helping his clients get financially well organised and achieve their life goals. Chris specialises in self-managed super funds and is passionate about helping individuals and businesses succeed. With over 25 years’ experience in finance, Chris has advised clients nationally, and around the world. Chris creates financial plans that suit current and future financial circumstances - plans that close the financial gap between the client’s current circumstances and where they want to be. Outside of work, Chris enjoys spending time with his wife and three boys. He is a motor cycle enthusiast and enjoys riding his Triumph motor bike. Qualifications • Advanced Diploma of Financial Services (Financial Planning) • Diploma of Financial Services (Financial Planning) • SMSF Specialist Accreditation Program - SMSF SSA • Margin Lending