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.
Blogs by Chris Youssef
13 Feb 2015
Recently the Reserve Bank of Australia (RBA) cut interest rates to a historic low of 2.25%. This is great news for those who have mortgages, loans or other debt as interest charges are further reduced.
10 Feb 2015
One thing I find really intriguing is the concept that there are products available that can instantaneously provide us with gratification - "the things we want". What I find even more fascinating is that people actually believe these "silver bullets" exist.
21 Nov 2014
With the Christmas season fast approaching, most of us will be looking forward to spending quality time with our family, friends and loved ones. Throughout the year we often get caught up in our busy lives and can require occasions such as Christmas to bring everyone together.
14 Aug 2014
I often meet with people who view themselves as 'investors' however, when I look closely into their financial affairs what I often find is that they are actually 'speculators'. So what is the difference?
15 Jul 2014
Downsizing a home can free up capital and enhance your lifestyle in retirement. However, if the right measures aren't taken it can actually ruin those golden years. Below are some considerations that can help you determine whether downsizing your home is right for you, and a few tips on how to go about it.
30 May 2014
Do you know how to spot the difference between good and bad financial advice?
09 Apr 2014
The transfer of wealth from one generation to another requires careful thought about all of your assets and liabilities. Having an effective estate plan helps ensure your assets, or the control of your assets, pass to your desired beneficiaries with minimal disruption and in the most tax-efficient manner.
13 Nov 2013
If you're like most people, chances are you will only seek financial advice when there is a specific need in your life. This is often triggered by an event or a change in your circumstances such as receiving a redundancy, an inheritance, going through a separation, deteriorating health or perhaps the realisation that retirement is just around the corner.