Christopher Neal

Ri Advice Group Pty Ltd

Gold
20 Yrs Experience
Maitland, NSW 2320

Recent reviews

Ri Advice Group Pty Ltd

Unit 1, 11-13 Church St
Maitland, NSW 2320

Opening hours

  • 5:00pm – 5:00pm Tuesday
  • 9:00am – 5:00pm Wednesday – Friday
  • 9:00pm – 5:00pm Monday

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 9
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Wills & Estates

Licensed by

Ri Advice Group Pty Ltd

AFSL 238429

4.80
9 Reviews
5
4
3
2
1
4.85
Clear communication
4.70
Knowledge & expertise
4.85
Customer care
4.85
Likely to recommend
Showing reviews 1—9 of 9

Sort by

5.00

"I Always Know I will be expertly advised in any areas I have concerns ."

  • Government Assistance
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Extremely happy with Chris' attitude, presentation of self, material and beyond all his friendly demure."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Christopher's has always attended to my queries or problems with speed, expertise and knowledge every time I have needed help. I have no problems referring chris or any of RI Investments personnel to anyone who needs financial advise."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Christopher has given me excellent advice in all aspects regarding my pension plan. Christopher always explains things to me in a clear way. Christopher knowledge and experience makes me feel very confident indeed all the staff at RI Lower Hunter and Newcastle are very good at what they do. Christopher’s personal approach makes me feel I’m his only client."

  • Government Assistance
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Chris has always been approachable, open and friendly and displays professional confidence and ability. He answers any questions clearly and without reservation. I can highly recommend him as a representative in financial aspects of retirement."

  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"CHRISTOPHER HAS BEEN HELPFULL ON EVERY OCCASION THAT WE HAD CONTACT WITH HIM SINCE HE TOOK OVER OUR PORT FOLIO SOME 10 YEARS AGO"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chris looks after my finances and ensures I'm going to be comfortable in my future."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My husband and I have been going to Chris and the team since about 1998. They have helped us prepare for retirement and now guide us in all areas of managing our affairs. Chris is extremely gifted in his knowledge of finance and investments and expresses himself in easy to understand terms. He makes our financial life so much easier to cope with and we can enjoy our retirement without worrying about the future. We love what he does !!"

  • Government Assistance
  • Superannuation
  • Self Managed SuperFunds
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Extremely helpful making it very easy for me to understand my financial situation."

  • Aged Care
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Business (Marketing)

Level
7 - Bachelor Degree
Institution
University of Newcastle
Completed
2000

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2007

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
2004

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
University of Newcastle
Completed
2000

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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