Chris Kadri

Provide Wealth

Silver
10 Yrs Experience
Echuca, VIC 3564
Positive, friendly and immense drive to achieve outcomes for clients, family and friends.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • 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.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 5
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualifications
    • Diploma of Financial Services (Financial Planning)
    • Diploma of Finance and Mortgage Broking Management
  • Language spoken
    • English

Provide Wealth

Lockwood Partners Building, 486 High Street
Echuca, VIC 3564

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306

4.90
5 Reviews
5
4
3
2
1
4.80
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—5 of 5

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5.00

"I highly recommend Chris Kadri as a financial adviser. What we have been able to achieve under his guidance certainly would not have been possible on our own. He puts a plan together based on what you want to achieve in life and helps you make it happen. He explains how each step of the plan works even if it takes a number of times. You rarely find customer service like the customer service Chris and Tracey provide, make an appointment and give Chris the opportunity to get your finances in order, you wont regret it."

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

"Our initial financial advisor was very good and when she moved on and Chris took over I hoped we could maintain the good working relationship I'd had with my initial advisor. His professionalism and the proven track record we have established with Chris has given both my wife and I confidence not only in the company but his ability to give good up to date advice. Couldn't be happier. I do what I do well to generate the income and Chris does what he does well to increase my wealth towards retirement."

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

"My circumstances have changed throughout the year with my fiance passing away. Chris put everything into place prior to Wayne's passing to ensure I had enough money to live on until the probate was completed (underway now). He discussed with both Wayne & myself on the best possible outcome for my future & the future of our children. Without Chris & his advise, I would have to sell our home & uproot the kids & myself whilst dealing with the emotion of losing my partner & the kids father. I can not recommend Chris highly enough, his thoughtful manner & follow up with all of our issues have been amazing. At the start of our investments he ensured that we had enough insurance to cover off our needs if anything was to happen & as it was the case, we needed to use that insurance. At every step of the way, we knew how we were going with working towards achieving our goals & then when Wayne got sick, our plans were changed to suit what was happening. Chris's manner is open, honest & thoughtful whilst maintaining his professionalism with working towards achieving our goals. Chris is A++ as far as a financial advisor goes but also a fantastic person to deal with on any matter that I may need to discuss with him. Awesome work Chris Kadri!!!"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

SuperConcepts and ICFS Specialist SMSF Course

Level
0 - Training / Exam / Other
Institution
University of Adelaide (UOA) / SuperConcepts
Completed
2020

ASX Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Margin Lending

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
International Institute of Technology (IIT)
Completed
2012

Diploma of Finance and Mortgage Broking Management

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2015

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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