Chris Jones

Longevity Retirement Planning (longevityrp.com.au) was established with the desire to continue helping pre-retirees and retirees improve their finances and reach their life goals. Built on the principles of excellence and integrity, with no product ties.

I was a senior financial planner at StatePlus (formerly State Super Financial Services) for over 15 years, and have nearly 20 years financial planning experience. I managed over $300 million of portfolios at StatePlus across super, pensions & managed investment funds, built from trusted client referrals.

I have negotiated a unique arrangement with my new licensee, Parkside InvestorPlus Solutions Pty Ltd (AFSL 225920), whereby StatePlus clients can choose to continue my advice services whilst retaining State Super investments. Of course, I have additional access to a vast array of industry-leading products and investments, which can enhance financial outcomes regardless of whether you come from the public sector or private.

My in-depth knowledge saw me named as one of Australia's top two financial planners in the prestigious 2012 Financial Review Smart Investor Masterclass for Financial Planning.

It is this technical excellence which allows me to confidently guide clients through the maze of markets and regulations to deliver practical solutions unique to each person's needs and life goals.

The 2012 Masterclass result reflects my focus on strategies to help clients improve their financial position. These strategies cover issues like investments, retirement affordability, income streams, tax (including CGT), estate planning, Centrelink benefits, gearing and capital gains tax.

Sydney born and bred, I am married to Kirrily and we have three daughters. I have a wide range of interests including sports, comedy, food and faith.