Chris has been in the financial services industry for well over 20 years and, for the last 17, has worked as a private client advisor. A former long-standing employee of the highly respected trustee company, Australian Executor Trustee and now a Partner in the practice, he provides expert financial planning and wealth management guidance to clients across the board. Chris is a Self Managed Super Fund (SMSF) Specialist Advisor and a member of the Self Managed Super Professional Association of Australia (SPAA). He also has extensive experience of working with direct equities, all forms of personal insurance, including buy/sell agreements and estate planning.
His strong instinct for client service combined with an indepth knowledge of sharebroking, financial products and wealth creation strategy, make him a balanced and powerful member of the Pinnacle Management and financial advisory team.
- Member of the Financial Planning Association (FPA)
- Member of the Executor and Trustee Institute
- Certified Financial Planner (CFP®)
- Diploma of Financial Planning (DipFP)
- SMSF Specialist Advisor (through SMSF Association) (SSA)