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.
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.
Chris found different income insurance options, that other financial advisers hadn’t, that much better suited my situation.
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.
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
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
- Adviser status Gold
- Number of reviews 10
- First year providing advice 2005
- Years of experience 18
- Master of Business
Yarra LaneLevel 5, 607 Saint Kilda Road
Melbourne, VIC 3004
- 9:00am – 5:00pm Monday – Friday