Chris Malicki

23 Beaches

Gold
16 Yrs Experience
Collaroy, NSW 2097
Chris has been in the financial services industry since 2001. He has a Bachelor of Management Degree and is a Certified Financial Planner (CFP). He has also completed the Diploma and the Advanced Diploma in Financial Planning. He is an Authorised Representative of 314 financial partnership and is a member of the Financial Planning Association. You also may hear Chris co-presenting 'The Bottom Line' Financial planning Show on 2GB or Northern Beaches Community Radio on Fridays Chris is also a qualified Mortagge Broker and works closley with accountants within 23 Beaches

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Wills & Estates

My fees

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

I am more than happy to provide one off advice and no ongoing fees

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 2
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

23 Beaches

Shop 2/1000, Pittwater road
Collaroy, NSW 2097

Opening hours

  • 7:00am – 5:00pm Monday – Friday

Licensed by

314 Financial Partnership Pty Ltd

AFSL 501527

4.90
2 Reviews
5
4
3
2
1
4.80
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

Qualifications & Training

Bachelor of Management

Level
7 - Bachelor Degree
Institution
University of Newcastle
Completed
2001

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Deakin University
Completed
2005

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2013

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Deakin University
Completed
2006

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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