Private Client Adviser
Chris is a Private Client Adviser in the Melbourne office for the Shadforth Financial Group.
He joined this profession to help others achieve their personal financial goals and is passionate about developing and maintaining long term relationships with his clients.
Education and experience
Committed to ongoing education, Chris currently holds a Masters of Commerce (Finance and Financial Planning) and a Bachelor of Commerce (Marketing, Finance and Financial Planning) from Deakin University in Melbourne. He has also completed the CERTIFIED FINANCIAL PLANNER® practitioner (CFP®) designation through the Financial Planning Association of Australia. CFP® is an internationally recognised mark and is currently the pre-eminent representation of professional financial planners around the world.
Chris has been providing personal wealth management and financial advice since 2007. Over this time he has built specialised knowledge in superannuation, retirement strategies, tax planning and portfolio management.
Chris believes financial planning isn't solely about investments or strategies, but is more importantly about going on a journey with his clients to help them achieve their goals and overcome any challenges they may face over the various stages of life.
Chris also has extensive experience in cash flow modelling and insurance. He has assisted a number of clients with financial forecasting to help them understand how they are positioned in relation to meeting their goals and objectives moving forward.
Outside of work
Away from work, Chris enjoys travelling around the world with his family and friends. He believes it is extremely important to maintain a healthy and active lifestyle. He also volunteers in charity events via the Juvenile Diabetes Research Foundation (JDRF) to support the research of Australian diabetes.
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