Continuing the Pinnacle Legacy: Chris' Leadership
Chris brings over 30+ years of experience in the financial services industry, with the past 25 years dedicated to working as a private client advisor. Formerly a long-standing team member at the highly respected trustee company, Australian Executor Trustees, Chris now serves as the Sole Director and owner of the practice, offering expert financial planning and wealth management guidance to a broad range of clients.
In December 2024, Chris was recognised as a Fellow Member of the SMSF Association, earning the designation of Fellow SMSF Association Specialist Advisor. His expertise also spans direct equities, personal insurance – including buy/sell agreements – and estate planning.
With a strong instinct for client service and deep knowledge of sharebroking, financial products, and wealth creation strategies, Chris is a dynamic member of Pinnacle and the advisory team.
He proudly continues the Pinnacle legacy, which began in 2003, upholding its founding values and commitment to excellence.
Chris’ memberships:
- Member of the Financial Advice Association Australia (FAAA)
- Member of the SMSF Association
- Member of the Executor and Trustee Institute
Chris’ qualifications & accreditations:
- Certified Financial Planner (CFP®)
- Graduate Diploma of Financial Planning (GradDipFinPlan)
- Fellow SMSF Association Specialist Advisor (FSSA)
