A Financial Adviser with 24 years experience managing assets for individuals and institutions. Chris started his own practice to help individuals achieve their lifestyle and financial goals.
Advice areas include:
- Superannuation & SMSFs
- Retirement Planning
- Tax effective Investing
- Personal Insurances
- Home Loans
Chris founded Northern Beaches Wealth bringing his
investment expertise to the local Northern Beaches community.
As a Chartered Financial Analyst charterholder, Chris demonstrates a strong foundation in advanced investment
analysis and portfolio management, accompanied with a strict emphasis in ethical practice. He leaves no stone unturned to achieve the best investment and tax outcomes for his clients.
His background includes working for BT Financial Group, Invesco and Northward Capital in institutional funds
management as a Dealer, Equities Analyst and Sector Portfolio Manager. Chris has also worked in an international
setting for Schroders. Having worked as an institutional dealer for over 10 years Chris appreciates the importance
of confidentiality and privacy.
Get in touch at firstname.lastname@example.org .
Chris has given me advice in loan products, investments, insurance and super contributions. Chris always explains things in a clear way and looks to get feedback from me on my understanding. I feel very confident that the advice given meets my needs. I always receive Chris's full care and attention when I need it.
Chris was very helpful in all aspects of our home loan application. Very prompt in his responses and full of knowledge! We can not thank him enough for making our experience stress free.
Chris was well informed, well organised, exceptionally efficient and generally made our lives a lot easier. Without doubt, the simplest and best refinance we have ever done with minimal stress and went over and above to review, discuss and improve our superannuation and tax situation as well
Happy with the way Chris got us started on our way to retirement
I highly recommend Chris to anyone. He has given me great advice on my super, insurance & investments as well as helped me get control over my cashflow by making some pretty simple changes to the way I do things with such a huge impact. I'm not the most financially literate person but Chris was able to explain things to me clearly and I have learnt so much over a short time period. I feel very confident that the advice given was right for my needs.
- Adviser status Silver
- Number of reviews 5
- First year providing advice 2016
- Years of experience 7
- Master of Commerce
Northern Beaches WealthSuite 319, 20 Dale St
Brookvale, NSW 2100
- 8:00am – 6:00pm Monday – Friday
Gps Wealth Ltd