Cris Abellar

Stanford Brown

Gold
12 Yrs Experience
North Sydney, NSW 2060
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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 9
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Master of Business Administration (Accounting)
  • Language spoken
    • English

Stanford Brown

Level 8, 15 Blue Street
North Sydney, NSW 2060

Licensed by

The Lunar Group Pty Limited

AFSL 470948

5.00
9 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—9 of 9

Sort by

5.00

"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!"

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

"Have every confidence in Cris as my adviser"

  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Cris is very personable, takes time to understand our individual retirement and lifestyle needs and is knowledgeable and confident in her advice."

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

"Cris is one of the most professional advisors I have met . She is academically well qualified , is a good listener, analyses our needs , provides solutions that work. She understands downside risk and her recommendations to de-risk our portfolios in April 2018 worked to protect us when markets fell dramatically from October to December"

  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Cris understands our needs, responds with appropriate strategies and plans, and explains clearly the implications of legislative changes and other requirements."

  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Cris is a pleasure to deal with. Cris is a pleasure to deal with. She is both knowledgeable & is able to explain things clearly & concisely."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Master of Business Administration (Accounting)

Level
9 - Masters Degree
Institution
Macquarie University
Completed
2005

Diploma of Financial Services

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2005

Margin Leading and Geared Investments

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

Bachelor of Business Administration (Accounting) and Bachelor of Commerce (Accounting)

Level
7 - Bachelor Degree
Institution
Macquarie University
Completed
2005

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2009

Graduate Diploma - Chartered Accountant Program

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Chartered Accountants Australia and New Zealand (CA ANZ)
Completed
2008

Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)

Membership type
AFP

Financial Planning Association of Australia (FPA)

Membership type
AFP
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