Chris has been in the financial services industry for well over 30 years and, for the last 25, has worked as a private client advisor. A former long-standing employee of the highly respected trustee company, Australian Executor Trustee and now the Sole Director for 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.
Chris’ memberships:
- Member of the Financial Advice Association Australia (FAAA)
- Member of the Self Managed Super Professional Association of Australia (SPAA)
- Member of the Executor and Trustee Institute
Chris’ qualifications:
- Certified Financial Planner (CFP®)
- Diploma of Financial Planning (DipFP)
- SMSF Specialist Advisor (through SMSF Association) (SSA)