Christopher Pepe

Compound Private Wealth

Silver
8 Yrs Experience
Payneham, SA 5070

Christopher holds a double degree in Commerce (Accounting) and Applied Finance (Financial Planning). Christopher offers an exceptional advice experience by being result driven and client focused.

Christopher has 6.5 years experience in Financial Services & has a strong understanding of the legislative requirements surrounding advice, coupled with in-depth knowledge of various strategies to ensure he obtains the best financial outcomes for his clients. He’s a self-motivated team player proficient at cultivating partnerships and building lasting relationships.

His value proposition is to empower clients by giving them the tools and education to make informed financial decisions.

Christopher provides holistic advice in core areas including Superannuation, Retirement Planning, Investments, Estate-Planning, Centrelink, Personal Insurance, Cash Flow, Debt Management, Tax Strategies, SMSF, and Margin Lending.

Christopher specialises in retirement planning, including advice to medical professionals working in the public and private sector.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

At a glance

  • Adviser status Silver
  • First year providing advice 2017
  • Years of experience 8
  • Highest qualification
    • Bachelor Degree
  • Language spoken
    • English

Compound Private Wealth

266-268 Payneham Rd
Payneham, SA 5070

Licensed by

Spark Advisors Australia

AFSL 380552