Meet the team

Chris commenced his career in the financial planning sector whilst he was undertaking his degree in Economics degree at the University of Sydney in 1998 and then becoming an authorised representative in 2000 at St George Bank.

Since then, he has practised as a Financial Advisor in range of accounting practices where he has developed strong knowledge in Self-Managed Superannuation and various entity structures. Chris has a proven track record providing advice to professionals, business owners and retirees.

Chris holds a Bachelor of Economics from the University of Sydney and various Diplomas and Certificates in Financial Planning from Kaplan. He is also currently undertaking a Masters in Financial Planning at Kaplan.

Chris’s passion is to assist others make well informed choices by helping them consider the advantages and disadvantages of various strategies. Chris has a particular interest in Self-Managed Superannuation and broadly helping people plan for and transition to their retirement.