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.
We have enjoyed our personal relationship with Chris who has always considered our family situation in all advice given. Chris has helped us successfully negotiate various financial climates and fare well at all times. We have greatly valued his knowledge and application. He is a thoroughly professional adviser with strong education in the necessary skills to manage a portfolio.
As a SMSF client over 24 years, Chris was my latest adviser, approximately 4years, of many advisers previously in that company and the prior company which it absorbed. I found Chris to be diligent, thorough and very approachable, expressing personal interest even to the extent of a home visit for a coffee after our move to Adelaide. He expressed a genuine interest in our wellbeing after our move from Melbourne. I am confident that Chris has the expertise, concern and personality to satisfy the requirements of his clients.
We have always had complete confidence in Chris. He has provided us with advice that has enabled us to build a strong portfolio and leave us in a comfortable position for our retirement. Chris has always been ready to respond to any of our requests for help or change to our portfolio and has demonstrated an excellent appreciation of our needs. Recently we requested to ensure that none of our investments were in unsustainable industries, e.g. coal, gas, livestock farming and he went to a great deal of trouble to change our investments accordingly. Chris behaved like a friend rather than a financial adviser and we would have no hesitation in recommending him to other potential clients. It has been a pleasure working with him. - Graham and Gill Harrington.
Chris is very knowledgeable and easy to understand. I felt he cares about helping people, which is rare. I recommend him to anyone needing expert financial advice.
I have been a client of Chris' for approximately seven years, through Shadforth. At all times he has been very helpful in terms of his knowledge, expertise and his accessibility (he gets back to you promptly when you leave a message). As someone who does not have a lot of financial knowledge, he takes time to explain the situation clearly without time pressure. He is genuinely caring and clearly has your best interests as his priority. I have recommended Chris to several other people who are considering gaining financial advice. I have always felt that my financial affairs have been in excellent hands.
- Adviser status Platinum
- Number of reviews 43
- First year providing advice 2011
- Years of experience 11
- Master of Commerce (Finance and Financial Planning)
Wealth InvestorsSuite 2, Level 5, 459 Little Collins St
Melbourne, VIC 3000
- 8:00am – 6:00pm Monday – Friday
- In person
- Video call
National Planning Partners Pty Ltd