Chris has been really helpful to me and my family. He is professional and friendly. We get along not just in work related topics but in general life as well. He is always keen to help and solve the problems with his professional knowledge.
Chris was always professional and in constant communication when warranted. Chris was able to understand our current position and made recommendations based on our lifestyle, investment appetite and current super situation. He was able to provide the information clearly and explain a complex system in a way that made sense. Chris did a lot of work for us recovering lost super and re-instating insurance conditions when the 'automated' superannuation transfer process was activated without our consent.
Chris is professional and knowledgeable and has provided sound advice to both me and my husband in the recent reviews of our super funds portfolios. He made sure that we understood the benefits of restructuring our funds composition to suit our current needs. He followed through the process in detail and we are pleased in his commitment and thoroughness in ensuring that we are satisfied with our plans.
Highly professional, knowledgeable, empathic and caring, able to communicate clearly - couldn't speak too highly of a consultation with Chris, who was generous with his time and quickly grasped the essence of making a future plan for me. I wish I could have had such an adviser over the past 20 or so years with ANZ since retiring, as I now know I wasn't always well served in the past. Grateful thanks.
Christopher has given me advice in the area of superannuation. I felt very comfortable with his communication and proposal. Christopher answered my questions in a timely manner and showed professionalism in dealing with some tricky issues.
Perpetual LimitedRialto South Tower, Level 2, 525 Collins St
Melbourne, VIC 3000
- Adviser status Silver
- Number of reviews 8
- First year providing advice 2016
- Years of experience 7
- Certified Financial Planner (CFP)