Chris Yena

Warringal Financial Services

Silver
32 Yrs Experience
Heidelberg, VIC 3084
A qualified engineer, Chris has been involved in the financial services industry for over 25 years. He is a qualified financial planner and for 15 years held senior management positions within 'Blue Chip' distribution networks with a business consulting & coaching focus Chris holds a CFP® and from 2002 to 2004 was the committee chair for the FPA's CFP module 4 education program and currently presents nationally to advisory groups on Business Growth and Continuity. Chris has attended and completed the Stanford Graduate School of Business Executive Education, an accelerated program in innovation and leadership to shape the global business leaders of today and tomorrow.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • 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

We are a fee for advice business. This means we don't charge a fee based on a % of your assets. Rather our fees are based on the complexity of the work required to complete your financial roadmap

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1990
  • Years of experience 32
  • Highest qualification
    • Diploma of Financial Planning
  • Language spoken
    • English

Warringal Financial Services

Suite 2, 17 Burgundy Street
Heidelberg, VIC 3084

Opening hours

  • 9:00am – 5:00pm Tuesday, Thursday – Friday
  • 9:00am – 6:00pm Monday, Wednesday

Licensed by

Nica Group Pty. Ltd.

AFSL 511086

5.00
1 Review
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5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
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5.00

"Chris explains financial matters in a clear & concise way that makes it easy for me to understand"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Complex Investments
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Complex Investments
  • Small Business Advice
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Deakin University
Completed
2000

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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