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Chris Mallett

Secured Wealth Pty Ltd

Gold
10 Yrs Experience
Neutral Bay, NSW 2089

My driving passion and skill is to diagnose and solve your complex financial concerns - making the complicated simple and putting time back into your life for what really matters. My aim is to build honest and long lasting connections with my clients, you are not a transaction and I am not a product sales person.

In my years of experience working with a diverse portfolio of clients ranging from Mums and Dads to business owners, corporate executives and professional sportspeople; one thing that everyone has in common is the need for clarity and direction regardless of your life stage. This drives my goal to be integral in each of my clients lives and ensure that you are financially secure and protected, have a thorough understanding of your financial position and are clear on the steps required to reach your goals.

I am part of a new generation of financial professionals that believe that value is not measured by a product but by measurable changes in your life. Developing a tailored strategy and working alongside you to achieve your goals is what’s paramount.

In my spare time you’ll find me at the beach enjoying a surf or playing guitar and attempting to sing, much to my partner’s delight!

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2014
  • Years of experience 10
  • Highest qualification
    • Bachelor of Commerce (Accounting)
  • Language spoken
    • English

Secured Wealth Pty Ltd

Suite 202, 40 Yeo St
Neutral Bay, NSW 2089

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Secured Wealth Pty Ltd

AFSL 516518