Chris Galanis

Galanis Financial Group Pty Ltd

Gold
10 Yrs Experience
Camberwell, VIC 3124

Recent reviews

Galanis Financial Group Pty Ltd

9B Wandin Road
Camberwell, VIC 3124

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 10
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Graduate Diploma of Applied Finance
  • Language spoken
    • English

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

New Horizons Financial Services Pty Ltd

AFSL 522392

5.00
10 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—10 of 10

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5.00

"Chris was a big help in confirming our aged care and estate planning strategies for mom and dads. Good listener with lots of common sense to offer. Thank you very much for the help and understanding."

  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chris is helping with strategies for my parents to manage their assets into their retirement both in hand and also in the superannuation. This is a very complex issue I have found and Chris has started to help us think about possible avenues to ensure that it is structured in a way that helps benefit my parents into retirement. We are currently still working with Chris to explore which pathway to pursue before we engage Chris directly but to date Chris has been incredibly thorough and placing a lot of attention to the particular family situation that we have. Thank you Chris!"

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

"Thanks Chris for helping with my insurances and super. So refreshing to listen to Chris. He recommended I stay with my industry super and recommended some changes to the investments that I didn't even know existed with an industry fund. Saved me heaps and I feel in control now."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Thanks Chris for sorting out our super. It opened our mind to our options. Our insurances took a while to get organised but thank you for your patience and regular updates in seeing this through."

  • Insurance Protection
  • Self Managed SuperFunds
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chris was a huge help for my 91 yo father and was able to increase his return on investments and increase his Veterans pension. Dad is now confident about moving into aged care. Nice work Chris"

  • Retirement & Pension
  • Aged Care
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chris is a great listener, goes the extra mile to please his clients and is very giving of his time."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chris has a refreshing approach and explains concepts in 'plain English"

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

"Thanks for your guidance with the SMSF loan Chris, you certainly have plenty of knowledge in this area."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Self Managed SuperFunds
  • Aged Care
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chris was very professional, informative and understanding of our financial and emotional needs at this difficult time for our family. He clarified and explained any questions or concerns that we had clearly and succinctly. We have no hesitation in recommending his services on to friends, family and any persons we interact with who find themselves in our situation. Thank you Chris your assistance was invaluable Glenys 3677"

  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 10

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Tier 1 Securities (Personal Advice)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2017

Self Managed Superannuation Funds (SMSF)

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

Graduate Diploma of Applied Finance

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2011

Accredited Aged Care Professional

Level
0 - Training / Exam / Other
Institution
Aged Care Steps
Completed
2015

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Swinburne University of Technology
Completed
2001

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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