Chris is an experienced Certified Financial Planner (CFP) with over 17 years as an AFSL authorised representative providing strategic financial advice to private clients and is an active member of the Financial Planning Association. He completed a Bachelor of Commerce (Dean’s Scholars Program) degree at Deakin University in Melbourne in 2005, majoring in Finance and Economics.

He is also licensed to provide personal insurance advice and has achieved the Life Risk Specialist designation from the FPA in the insurance field.

Chris has a passion for designing investment portfolios for clients that aim to exhibit strong risk-adjusted total return characteristics and understands that the first and most important step in the wealth creation process is preserving it. Chris’ insurance expertise also allows him to provide clients with adequate and appropriate levels of protection from life’s unexpected events, which delivers peace of mind and surety. Chris takes great satisfaction out of assisting clients of all ages to achieve their financial goals and as a result to live their desired lifestyles.

As well as his advisory role Chris is a member of our Investment Committee and is an ASIC Responsible Manager.

Away from the office Chris enjoys all of the outdoor activities that living in Queensland affords, as well as reading autobiographies and relaxing with family and friends.