Chris Watts

Wattle Financial Planning

Gold

16 Yrs Experience

Brunswick, VIC 3056

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We provide the full range of financial planning services. Our expertise ranges across Superannuation, Retirement Planning, Transition to Retirement, Investments, Risk Insurance (Life insurance, Income Protection etc), Retirement and Centrelink.

Consultation can be in person at our office in Brunswick (VIC) or via Zoom for clients all over Australia.

Chris is degree qualified and holds several industry qualifications, as well as being registered as a tax (financial) adviser with the Tax Practitioners Board (TPB). He has worked in Financial Services for 15+ years, both in the UK and here in Australia. He briefly started his career as a Mortgage Broker and then as a Financial Planner. Chris now enjoys working within his own Practice.

Having worked within the Banking industry, customer service is especially important and is front and centre of the business.

Chris Watts (1004043) is an Authorised Representative of The CJ Partnership Pty Ltd (AFSL 548394) .

Wattle Financial Planning Pty Ltd (1239513) ABN 46 609 920 274 is a Corporate Authorised Representative of The CJ Partnership Pty Ltd (AFSL 548394).

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Shares & Investments
Redundancy
Socially Responsible
Tax Strategies
Growing Assets

Fee varies depending on individual circumstances.

5.00 February 2023

I put my full trust in Chris and trust the decisions he makes and he has patience to explain things to me.

5.00 February 2023

Chris is professional financial advisor and he knows his staff very well. He always respond to my queries within a reasonable time whenever I need his advise. He is extremely knowledgeable and helpful, I am his client since 2018 and

I have the assurance that my financial matters is well looked after with him.

5.00 February 2023

Chris is someone I trust without hesitation. Always advises what is the best for me coming to my retirement age. Friendly makes me feel welcome and comfortable in his office. Highly recommend Chris to anyone looking for financial advice.

5.00 February 2023

Chris has assisted us with our finances and retirement plans for the past few years. He is trustworthy and honest, always taking plenty of time to explain and advise us of the best possible methods to maximise our income.

We would have no hesitation in recommending Chris to others in need of an excellent financial planner.

5.00 December 2022

I highly recommend Chris and the team at Wattle Financial Planning. Chris is very personable, knowledgeable and overall fantastic to deal with. Chris was able to help with my retirement planning, transition to retirement whilst reducing my tax. In addition, Chris was able to assist with optimising my income protection and ensure I have peace of mind if anything unforeseen was to occur. Thank you Chris, for all that you do.