As the founder of Finspire Advisers®, I'm Chris, an independent financial planner with over 14 years of experience transforming aspirations into achievements for individuals, families, and small business owners across Newcastle and Lake Macquarie. My journey in financial services began in 2008, and I've been a dedicated financial planner for over 14 years, always driven by the satisfaction of helping clients turn "what they want" into a tangible reality.
My career, including extensive experience at Aware Super and Stateplus, has equipped me with deep knowledge in pre-retirement and retirement planning. I'm particularly adept at navigating the complexities of defined benefit super schemes, making me an expert in SSS, SASS, CSS, PSS, Local Government Super (Active Super), Aware Super, and critically, Military super schemes like DFRDB, MSBS, and ADF Super. This specialised expertise allows me to provide unique value, especially to ADF personnel, public servants, and emergency services workers who often have these intricate schemes.
While I've held strategy and asset consultant roles, being a financial planner is what I enjoy most. To me, financial planning is about possibilities, and I pride myself on delivering this with professionalism and respect. Care, understanding, trust, and empathy are the foundations of every great financial plan I help create.
Beyond the office, I'm a proud local, living in Lake Macquarie with my wife and three daughters. We lead an active lifestyle, enjoying camping, bushwalking, and beach adventures with our family dog – all fitting in around netball games and Little Athletics events. This personal connection to the community underpins my commitment to helping my neighbours and fellow Australians build secure financial futures.
I hold a Bachelor of Finance from the University of Newcastle and an Advanced Diploma in Financial Services. Let's connect to discuss how Finspire Advisers can help you achieve your financial goals.
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Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchWe only charge a flat dollar fee for service, based on the complexity of your advice needs.
We are committed to independence, evidenced in three ways:
1. We are commission free and don’t receive incentive payments from product manufacturers and;
2. We don’t have any ownership links or affiliations with product manufacturers;
3. We don’t charge asset-based fees.
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 1
- First year providing advice 2011
- Years of experience 14
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Highest qualification
- Bachelor of Finance
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Language spoken
- English
Finspire Advisers
Unit 16, Office 3, 44 Linden AveEleebana, NSW 2282
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Opening hours
- 8:30am – 5:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Catalpa Pty Ltd
AFSL 530665
