Chris Youssef

Shadforth Financial Group

Platinum
11 Yrs Experience
Melbourne, VIC 3000
Chris Youssef is a Private Client Adviser in the Melbourne office. He began his financial services career in 2007 at Goldman Sachs JBWere and has been at the Shadforth Financial Group since 2009. Committed to ongoing education, Chris currently holds a Masters of Commerce (Finance & Financial Planning) and a Bachelor of Commerce (Marketing, Finance & Financial Planning) from Deakin University in Melbourne. He has completed the Certified Financial Planner™ Practitioner designation through the Financial Planning Association of Australia. He is also a finalist for the 2014 ifa excellence awards for Investment adviser of the year. Whilst working in personal wealth management and providing financial advice he has built specialised knowledge in superannuation, retirement strategies, tax planning and portfolio management. 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 or strategies, but more importantly it is about going on a journey with his clients to help them achieve their goals and overcome any challenges they may face over the various stages of life. Chris also has extensive experience in cash flow modeling and insurance. He has assisted a number of clients with forecasting to help them understand how they are positioned in relation to meeting their goals and objectives moving forward. Away from work, Chris enjoys travelling around the world with his family and friends. He 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. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.60
  • Number of reviews 17
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Master of Commerce (Finance and Financial Planning)
  • Language spoken
    • English

Shadforth Financial Group

Level 7, 161 Collins Street
Melbourne, VIC 3000

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Shadforth Financial Group

AFSL 318613

4.60
17 Reviews
5
4
3
2
1
4.65
Clear communication
4.45
Knowledge & expertise
4.80
Customer care
4.55
Likely to recommend
Showing reviews 1—10 of 17

Sort by

4.25

"Chris has always got time to explain financial issues/situations clearly and answers questions. He has a comprehensive knowledge of financial matters and understands our relevant situation and responds in a timely manner."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Chris has given me very valuable advice in areas including managing multiple incomes from overseas pension, and superannuation. Chris' expertise and his knowledge of the subject has reduced my anxiety over the possibility of not receiving adequate income on my retirement. Chris is a very likeable person which is a valuable asset to allow a worried person like myself to feel very at ease. I felt very confident that the advice given was right for my needs."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"I respect Chris's advise and guidance on how to manage our SMSF - I think he has our best interests at heart. Chris did look a little uncomfortable when he promoted IOOF products but given Shadforth is a arm of IOOF I understand the product promotion."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have a good relationship with Chris and he is always prompt answering my queries with regard to management of my funds in our retirement."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chris has given me advice in areas including investments and managing debt. Chris was usually able to explain things to me in a clear way. Through Chris's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Chris's full care and attention when I needed it.'"

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chris has given me advise on Life Insurance and Income Insurance and he was able to create a policy that would suit my personal needs."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chris was always so understanding & sympathetic. We always had full confidence in the advice & suggestions he gave to us."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"I have always been happy with the advice given to me by Chris."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Chris took over my portfolio when my previous Advisor left Shadforth. We have not yet met due to my remote location but I have always felt very comfortable during our phone conversations. Chris is a good listener and has given me advice in a way that I can understand. I'm very happy with Chris as my Advisor and totally confident with his recommendations."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
3.00

"Chris is very aufait with all the advice we need re our money situation. He was happy to advise us with confidence."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 17

My clients have reviewed me based on the following areas of advice

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

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Master of Commerce (Finance and Financial Planning)

Level
9 - Masters Degree
Institution
Deakin University
Completed
2012

Bachelor of Commerce (Financial Planning, Finance and Marketing)

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2008

Margin Lending

Level
0 - Training / Exam / Other
Institution
Pinnacle Financial Services Academy
Completed
2014

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2013

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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