Hey, I’m Chris- an experienced Senior Financial Adviser and Director/ Partner based in Perth, Western Australia.
Our central office is located in Osborne Park where I can meet with clients, or I can have a video call with Australian clients from any location.
I've been a licensed Financial Adviser now for the past 14 years, and have been working in financial services for 18 years total. I now only partner with new clients who are aged 50+.
I help clients of Chapters Retirement Partners to 'Finish Strong'- to make the most of their remaining working lives and to live happily in the increasingly large chapter of life in retirement.
The greatest professional reward for me is helping clients to be financially comfortable, masters of their own time, see legacies play out, share knowledge and enjoy more of what they value.
My clients know me as friendly and responsive, while behind the scenes I’m organised, methodical and diligent.
Outside of work - I’m all about family, and also enjoy skateboarding, watching the Canberra Raiders, and spending time at the beach.
My advice at Chapters Retirement Partners is all about helping clients:
1) Fund More - of their desired lifestyle
2) Worry Less - amount money and feel more certainty
3) Simplify it All- through money management
💲Whether someone is still working in their 50’s or older, or already retired- I can help them take action on their finances today and Finish Strong! 💪
Chris has been very helpful, and really attempts to understand our needs. His advice is great and relevant, giving rise to significant savings while providing a sufficient level of protection for my family.
Very impressed with Chris, thank you for understanding our needs and the planning you have put in place for us it has given us great piece of mind.
I was very impressed with the knowledge Chris had. He clearly understood my needs to get the best outcome for my retirement in 5 years. He made it very clear and the presentations were simple and if I had a question he was more than willing to explain it thoroughly.
Chris is awesome, very knowledgeable, we enjoy listening to his answers to our questions. He fills us with confidence that he is looking after our finances into the future and setting us up for our retirement.
I cannot complain.
- Adviser status Platinum
- Number of reviews 57
- First year providing advice 2009
- Years of experience 14
- Bachelor of Business
Chapters Retirement PartnersSuite 2, 25 Walters Dr
Osborne Park, WA 6017
- 10:00am – 6:30pm Monday – Thursday
- In person
- Video call
Count Financial Limited