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.
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.
I am delighted to be working with Chris who is proactive and attuned to my needs. I was very unhappy with the poor communication and lack of responsiveness from the body previously managing my funds.
Chris is very intelligent and completely focused on the clients needs. I wasn’t sure about the process for superannuation and the diversity of options and Chris helped enormously. He’s as honest as the day is long and will manage your portfolio with aplomb.
Chris Bailey is exceptionally professional, reliable, courteous, efficient, and client focused. Chris has a deep understanding and knowledge of his field and always makes himself available to answer any queries. His responsiveness and high-level of communication makes the process seamless and stress free. He goes above and beyond to achieve my desired goals and I cannot recommend Chris highly enough. A dedicated professional that you would be lucky to have on your team. Thank you Chris!
- Adviser status Bronze
- Number of reviews 3
- First year providing advice 2018
- Years of experience 5
- Graduate Diploma of Financial Planning
Prosperity PlannersLevel 12, 412 St Kilda Rd
Melbourne, VIC 3004
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
FYG Planners Pty Ltd