Cris has worked in the financial services industry since 2005 and since that time has developed an expertise in providing high level structuring and strategic advice to clients.
She prides herself on forming long term relationships with clients and assisting them achieve their lifestyle and financial goals. She does this with an emphasis on client service and developing personalised financial advice in a number of areas including:
- Constructing both wealth creation and retirement plans
- Recommending appropriate investments to achieve client objectives
- Reviewing and restructuring investment portfolios
Hilary and I are extremely happy and confident with the advice, information, care and interest in our well-being that Cris brings to our meetings. She is 5 Star!
Have every confidence in Cris as my adviser
Cris is very personable and follows up each interaction between us with action. When there is a decision to be made she provides the data needed to make it an informed decision. I have recommended Cris to members of my family.
I have found Cris to be highly knowledgeable and also able to apply that knowledge to the most appropriate advice for our needs. I particularly appreciate the independence of her advice and the time she takes to explains options. I have, and will continue, to recommend her to my colleagues and family.
When we first started working with Cris she spent a long time getting to know our situation and goals in depth and since then she's been consistently giving us great recommendations and helping us navigate financial decisions we're making with all the information we need based on our specific situation. She's very patient and has a great network which she helps connect us with to handle a wide variety of financial areas.
- Adviser status Gold
- Number of reviews 9
- First year providing advice 2010
- Years of experience 13
- Master of Business Administration (Accounting)
Stanford BrownLevel 8, 15 Blue Street
North Sydney, NSW 2060
The Lunar Group Pty Limited