Chris Scriva

Mobius Wealth Management

Gold
14 Yrs Experience
North Adelaide, SA 5006

Recent reviews

Mobius Wealth Management

Suite 18, 116 Melbourne St
North Adelaide, SA 5006

Opening hours

  • 7:00am – 3:00pm Friday
  • 7:00am – 7:00pm Tuesday – Thursday
  • 9:00am – 6:00pm Monday

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 22
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Fellow Chartered Financial Practitioner (FChFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

4.90
22 Reviews
5
4
3
2
1
4.85
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 22

Sort by

5.00

"We engaged with Chris 7 years ago in the lead into retirement. We had a goal of being self funded retirees and we have achieved this over this advised time period. Chris has always able to provide advice at anytime and answer questions in a meaningful way which we understand are specific to us. We have recommended friends, family and work colleagues to Chris."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We engaged with Chris 7 years ago in the lead into retirement. We had a goal of being self funded retirees and we have achieved this over this advised time period. Chris has always able to provide advice at anytime and answer questions in a meaningful way which we understand are specific to us. We have recommended friends, family and work colleagues to Chris."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chris has provided me with sound advice during my transition out of Defence, as well as helping me make some complex decisions regarding my Super. He is extremely thorough, knowledgeable and personable. His genuine care for my case has helped me through some of the most difficult decisions I have made concerning me, and my family's future."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chris Scriva has been great in the lead up into my retirement. Helped me navigate through Super and starting a pension. I could not have done it with out him. He also assisted and went above and beyond for my Age Pension application in the lead up to accessing and dealing with Centrelink. I recommend Chris Scriva to everyone."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Met with Chris as he was referred for his Defence Force knowledge when I discharged from the Australian Defence Force. He explained the complexities that I needed to address through the transition and all aspects of our financial lives. Chris has assisted myself and my wife understand our financial position better and we have a really good grasp of our cashflow for the first time ever. This has allowed us to consider investing and purchasing a holiday home for our family to use and to rent out. At this stage we are comfortable that Chris has explained to us how to manage money and more importantly our lifestyle options now and into the future. We highly recommend Chris as a Financial Adviser."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Redundancy
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We came across Chris after our redundancy and in the lead up to our retirement from the workforce. This happened to coincide with Covid-19 and all of the uncertainty around that time. Chris took time to calm our nerves during this period when we thought the world was ending and we had to contemplate returning to the work force. 'Chris stopped us from jumping off a cliff' - Jeff Presently, we are very comfortable in retirement and have a clear understanding of where we are currently and where we are heading. Very comfortable in recommending Chris Scriva as a Financial Adviser."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Redundancy
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Engaged with Chris in the lead up to our retirement. Chris assisted us with some debt planning strategies over the journey that allowed us to save significant amounts of interest. We also engaged Chris on redundancy and now retirement planning with access to Centrelink. We now have confidence in our financial future with a plan in place over the coming years."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Chris has assisted us over the years as we have transitioned from full time work and a self employed position to our retirement. He has assisted us with minimizing tax and building superannuation. Chris has also maximised Centrelink for us. Chris is helpful and friendly. Happy to recommend Chris to our friends and family."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Chris has given us advice over many years. He assisted us in transitioning into retirement. Before we got to retirement, Chris steered us in a direction to maximise our income in retirement. This was a combination of Retirement Superannuation Pension, Centrelink and some occasional part time work. Chris has opened our eyes in our ability to realise our dreams and be financially secure in our retirement. We could not have attempted managing this on our own. We highly recommend Chris Scriva."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Recently discharged from the Australian Defence Force ADF and I needed to get my financial affairs in order. I have previously seen a financial planner and I was apprehensive about engaging one again due to sales and pushy nature of my previous experience. Chris engaged me focusing on me and my personal circumstance with no mention of product. Purely discussing me and strategic advice in the decision making process. I came across Chris through the ADF Consumer Centre Website https://adfconsumer.gov.au/ Chris has taken the time to get to know and understand my personal circumstance. He has given me way more time than what I expected. I am addressing my investment properties and share portfolio with Chris, along with establishing a debt plan."

  • Superannuation
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 22

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2007

ASIC RG146 (Margin Lending)

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2010

Fellow Chartered Financial Practitioner (FChFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Association of Financial Advisers (AFA)
Completed
2017

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Associate
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