Chris Youssef

Wealth Investors

Platinum
11 Yrs Experience
Melbourne, VIC 3000

Chris is a Certified Financial Planner (CFP®), the pre-eminent representation of professional financial planners around the world. He lives by the Latin aphorism "scientia potentia est" (knowledge is power) and is one of the highest educated advisers in the industry. He recently completed a Master of Business Administration (MBA) and also has a Master of Commerce.

Chris commenced his financial services career in 2007 at Goldman Sachs JBWere. He then spent a large portion of his career working in one of the largest financial planning businesses, Shadforth. He subsequently established Wealth Investors Australia in 2022.

In 2020, Chris was recognised in the Financial Standards Power50, a list of the 50 most influential financial advisers in the country. They define 'influential' as individuals who continue to be instrumental in shaping the future of the financial advice industry.

He joined this profession to help others achieve their personal financial goals and is passionate about developing and maintaining long term relationships with his clients. Chris believes financial planning isn’t solely about investments and strategies. It is about going through the various stages of life with his clients and helping them achieve the things that are important to them and overcome any challenges they may face.

Whilst working in wealth management he has built specialised knowledge in superannuation, retirement strategies, tax planning and portfolio management. He has extensive experience in cashflow modelling and investing. Over the years he has provided advice to hundreds of clients.

Away from work, Chris is a father and loves spending time with his young daughter. He enjoys travelling the world with his family and believes it is extremely important to maintain a healthy and active lifestyle. He also volunteers in charity events via the Juvenile Diabetes Research Foundation (JDRF) to support the research of Australian diabetes.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.80
  • Number of reviews 43
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Master of Commerce (Finance and Financial Planning)
  • Languages spoken
    • English
    • Greek

Wealth Investors

Suite 2, Level 5, 459 Little Collins St
Melbourne, VIC 3000

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

National Planning Partners Pty Ltd

AFSL 503734