Chris Guy

JPH Group

Gold
17 Yrs Experience
Melbourne, VIC 3004
I am an experienced financial services professional who specialises in helping self-employed professionals, namely legal, medical & allied health, achieve their goals and objectives. In addition to being a Certified Financial Planner, I am also a qualifed Mortgage Broker and General Insurance Broker, thus allowing me to formulate and tailor my financial advice, taking into account a number of different disciplines. Let me lead you to a better future.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Borrowing
  • Wills & Estates

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 10
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Master of Business
  • Language spoken
    • English

JPH Group

Level 5, 607 Saint Kilda Road
Melbourne, VIC 3004

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Interprac Financial Planning Pty Ltd

AFSL 246638

5.00
10 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 10

Sort by

5.00

"Chris’s knowledge and expertise when helping me with my finance is sensational, I highly regard Chris and would recommend him to all my friends."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chris found different income insurance options, that other financial advisers hadn’t, that much better suited my situation."

  • Insurance Protection
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chris has been managing our super and personal insurances for almost 10 years. His attention to detail is amazing and always looks out for his clients best interests. Highly recommended."

  • Insurance Protection
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chris always made himself available on my busy travel schedule. He kept me in the loop on all steps and clearly outlined the options and and offered sound advice. I’m extremely happy with the solutions offered and clearly stated the detail on both phone calls and email communication. All the advice was timely and relevant to my needs. I would highly recommend Chris without hesitation. Many thanks"

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

"Through Chris’ knowledge he helped us obtain a loan, was always helpful and could reach out and ask about things we weren’t sure of anytime. Would highly recommend his professional services"

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

"Chris has given me advice in areas including loan products, self managed super funds and managing debt. Chris is always able to explain things to me in a clear and concise way. Through Chris's knowledge and experience, I feel extremely confident that the advice given was right for my needs. Chris is always available when needed and goes above and beyond to get the job done."

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

"Chris is very personable and professional, always quick to respond and give informative advice. Highly recommend!"

  • Insurance Protection
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I can highly recommend Chris Guy's services. He has arranged life insurance, income protection insurance, TPD insurance and business insurances for my husband and I as well as assisting us to gain loan approval to buy our first home. I am so grateful that Chris sought us a very comprehensive level of business and personal insurances as we have already had to use this insurance of which we have been very well compensated. Chris is incredibly thorough, professional and always available to give advice. I can definitely recommend Chris Guy."

  • Insurance Protection
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been a client of Chris' for over 5 years now, and he has helped me in areas such as insurance, home loans and personalised advice for my business. He is thorough, knowledgeable and goes the extra mile for his clients. I highly recommend Chris as a financial adviser."

  • Insurance Protection
  • Managing Debt
  • Small Business Advice
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chris helped us through the process of buying our first house and I could not have been happier with the services he has provided and would recommend him to any friends or family looking to do the same."

  • Insurance Protection
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 10

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Budgeting

Qualifications & Training

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2002

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2009

Master of Business

Level
9 - Masters Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2008

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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