Chris Brown

Altitude Wealth Solutions

Gold
18 Yrs Experience
Beenleigh, QLD 4207
I have always had an avid interest in finances and investment markets.  I’ve pursued this passion because I wanted to help other people take control of their finances and learn and implement strategies that will work for them to help them realise their full potential.  Like many people, I have found myself at times disappointed with some of the practices within the Financial Services industry particularly the focus put on selling product.  This is one of the main reasons I started my own business, so that I could work with like-minded clients to achieve their goals with the use of products as a component of this process rather than the focus. How can I help? Fundamentally, my primary aim when working with clients is to bring financial order to their lives to make the process of accumulating and protecting wealth automatic and predictable.  My services are tailored to help each person achieve their individual priorities.  The process I take my clients through is designed to: * Understand your goals, objectives and your reasons for engaging with me. * Help create an overall strategy that will meet both your short and long term needs. * Explain an array of product solutions and determine how they might fit into your financial plan. * Act as an effective financial coach to keep you focussed on your goals and filter out distractions. Who do I work with? Like any successful relationship, the one between an adviser and their client needs to be based on mutual trust and respect.   I really enjoy and find I get the best results when working with people who are open to advice, motivated and ready to act.  I specialise in working with: Accumulators – Young singles, couples and families starting out on their financial journey. Pre-retirees – Approaching their retirement date and wanting to maximise their nest egg. Retirees – About to retire or already retired and looking to enjoy life without having to worry about money matters. My goal is to be able to provide you with a holistic advice solution that meets your needs.  I have partnered with other trusted professionals in the areas of Finance and Mortgage Broking, Estate Planning, Accounting, Property and Aged Care to deliver on this goal.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
My fees
Get in touch

Fees dependent on the complexity of the advice and the ongoing services being provided.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 24
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Altitude Wealth Solutions

48 Kokoda Street
Beenleigh, QLD 4207

Opening hours

  • 8:00am – 3:00pm Friday
  • 8:00am – 5:00pm Monday – Thursday

Licensed by

Viridian Select Pty Ltd

AFSL 515762

4.90
24 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
4.85
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 24

Sort by

5.00

"After leaving a large super fund we appreciate Chris’ personalised service. His approach to investing our super and setting up our retirement income gives us a lot more confidence in planning our future."

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

"Chris is extremely helpful and made changes to our super that have already benefited us in a short time , this is something that without his help and advise we would have continued with our old policy and been none the wiser that there was a better product for our circumstances . My husband has also stated salary sacrifice as a way to minimise his tax with Chris's advise. Debbie 4128"

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Chris has looked after my retirement income for some years now. I find him capable, easy to deal with and very approachable."

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

"My wife and I found Chris to be a very genuine person and he worked out the best for us in our retirement."

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

"Chris is excellent as an advisor and planner. I feel that my future is secure and feel confident that my retirement will be well managed and stress free. Thank you Chris for your ongoing sound advise and compassion through difficult times."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"After a number of bad experiences with financial advisers, we first met Chris with a great deal of caution, anxiety and trepidation. However, over the last few years Chris has instilled a sense of trust in us working with him. He is fantastic in answering questions and explaining our financial plans. After each of our reviews we feel that he is working hard to make our transition to retirement easy. We have complete faith in his advice, honesty and friendship."

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

"Very happy with the service we receive from Chris"

  • Government Assistance
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I possibly would be, one of the most cautious and wary client Chris Brown has had to deal with. I am now pleased to advise, I have complete faith in all of Chris's advices. I could not recommend any other Financial Adviser other than Chris Brown. He has outstanding qualities in the business world of today. Chris also has exceptional people skills."

  • Government Assistance
  • Retirement & Pension
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Chris was very helpful & went out of his way to accommodate my partners working hours."

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

"Chris has been out of this world .i have been very fortunate to have him advise me on all my financial options ."

  • Government Assistance
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 24

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
2004

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2016

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

Margin Lending and Geared Investments

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

Accredited Aged Care Professional

Level
0 - Training / Exam / Other
Institution
Aged Care Steps
Completed
2015

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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