A Financial Adviser with 24 years experience managing assets for individuals and institutions. Chris started his own practice to help individuals achieve their lifestyle and financial goals.
Advice areas include:
- Superannuation & SMSFs
- Retirement Planning
- Tax effective Investing
- Personal Insurances
- Home Loans
Chris founded Northern Beaches Wealth bringing his
investment expertise to the local Northern Beaches community.
As a Chartered Financial Analyst charterholder, Chris demonstrates a strong foundation in advanced investment
analysis and portfolio management, accompanied with a strict emphasis in ethical practice. He leaves no stone unturned to achieve the best investment and tax outcomes for his clients.
His background includes working for BT Financial Group, Invesco and Northward Capital in institutional funds
management as a Dealer, Equities Analyst and Sector Portfolio Manager. Chris has also worked in an international
setting for Schroders. Having worked as an institutional dealer for over 10 years Chris appreciates the importance
of confidentiality and privacy.
Get in touch at info@northernbeacheswealth.com.au .
www.northernbeacheswealth.com.au
Expertise
My fees
Recent reviews
At a glance
- Adviser status Silver
- Rating
- Number of reviews 5
- First year providing advice 2016
- Years of experience 8
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Highest qualification
- Master of Commerce
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Language spoken
- English
Northern Beaches Wealth
Suite 319, 20 Dale StBrookvale, NSW 2100
Opening hours
- 8:00am – 6:00pm Monday – Friday
Licensed by
Gps Wealth Ltd
AFSL 254544