Christopher Bailey

Prosperity Planners

Bronze
6 Yrs Experience
Melbourne, VIC 3004

Christopher Bailey is a skilled and qualified financial planner with a demonstrable record of being totally client focused. He is committed to ongoing education and upholding the highest standard of professionalism in the financial advice industry.

Chris began Prosperity Planners in July 2021 after working in both a large bank and boutique financial planning practice. He believes that planners who take measures to remove themselves from large institutions are better placed to avoid conflict and work solely for the benefit of the client.

During his time Chris has gained extensive experience in strategic financial planning, personal insurance, estate planning, superannuation, funds management and investment advisory services. He has completed a Bachelor of Commerce majoring in areas of finance and entrepreneurship. He spent some of his studies abroad at Copenhagen Business School and supplemented his degree with a Diploma of Financial Planning. He is currently completing his Graduate Diploma in financial planning.

Chris also has a long history of being involved in community outreach. In 2016 Chris walked from Mexico to Canada raising more than $127,000 for the Charity Opportunity International which supports women in developing countries to begin their own business and lift themselves out of poverty.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Initial meetings have no obligation and is at our expense. We see this meeting as an investment of time, both yours and ours. Each individual's circumstances and financial planning needs are varied. Given this, we will provide a financial planning proposal only after we have established that we can add significant value.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Prosperity Planners

Level 12, 412 St Kilda Rd
Melbourne, VIC 3004

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

FYG Planners Pty Ltd

AFSL 224543