Chris Pomaroff

LDB Wealth Solutions Pty Ltd

Platinum
10 Yrs Experience
Blackburn, VIC 3130

Recent reviews

LDB Wealth Solutions Pty Ltd

1-3 Albert St
Blackburn, VIC 3130

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 36
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Licensed by

LDB Wealth Solutions Pty Ltd

AFSL 437164

4.85
36 Reviews
5
4
3
2
1
4.90
Clear communication
4.60
Knowledge & expertise
4.95
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 36

Sort by

4.25

"Chris has given me advice in areas including Self Managed Super Funds, Will and Retirement. Chris was usually able to explain things to me in a clear way. Through Chris's knowledge and experience, I feel very confident that the advice given was right for my needs. I Usually received Chris's full care and attention when I needed it.. Chris is prepared to go above and beyond his requirements in addressing my needs and concerns."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Chris was able to explain things in a clear way. I feel very confident that the advice given was right for our needs."

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

"Chris has consistently given us good advice in superannuation and budgeting. His knowledge and expertise in handling our financial situation has been excellent and greatly appreciated. Chris has always guided and educated us on the maze of financial management. His approach to us has always been positive and that he is 'on our side.' We always received Chris's full attention when we have attended the offices of First ."

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

"Chris provides advice on investments and our self managed super funds. His advice is always timely, price and easy to understand. We greatly appreciate his assistance and care, and look forward having him continuing to work with us in the future."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Chris has given us help and advice in all areas of our super income and kept us up to date of any changes made by government changes to super policy. We have always found him available at short notice."

  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"My wife and I came to Chris wanting to review our personal cover within and outside of Super. Chris provided great insight into how claims worked (especially since the cheapest can turn out the be the nastiest claim experience if there are a million hoops plus the need to defy gravity too!). He took the time to hear what we needed and we understood his recommendations in response. Great experience and have recommended other people to him since."

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

"We have been using Chris for over 10 years ! He has given sound advice and we feel confident in his knowledge of handling our portfolio! He always makes himself available if we have any concerns ! Highly recommended!"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Chris has given me advice on managing my superannuation portfolio in a clear easy to understand manner . Through Chris's knowledge and experience I am confident that the advice given was right for my needs ."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Chris has our full confidence and is always able to get answers to our questions either on the spot or getting back to us promptly.He's very friendly and is prompt in returning phone enquiries.A nice all round guy"

  • Government Assistance
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chris Pomaroff came highly recommended and the praise wasn't misplaced. Having been made redundant and unable to obtain new employment, while still under pension age, Chris was able to provide me with information necessary to make informed decisions on becoming a self-funded retiree. His expertise and knowledge is exceptional and is able to communicate in easy to understand layman's terms. Nothing is too much trouble for Chris and he always follows through on what he says in a timely manner. I have only been a client for 7 months or so, but am confident in his advice and that I will receive the outcomes I need. First Financial are fortunate to have a person of Chris' calibre as a representative of their name. A first class service, that I will happily recommend to others."

  • Government Assistance
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 36

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2015

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2009

Bachelor of Commerce (Accounting and Finance)

Level
7 - Bachelor Degree
Institution
Monash University (MON)
Completed
2006

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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