Senior Financial Adviser
Having joined Crystal Wealth Partners in 2016 as a Senior Financial Adviser, Chris has been providing personalised financial planning and investment advice to high net worth clients in private banking and financial markets for over 20 years.
Chris prides himself on building successful relationships with clients, providing advice and solutions to their diverse needs and complex financial arrangements. He has assisted clients across a broad range of financial planning needs such as retirement planning, superannuation structures, intergenerational wealth, caring for vulnerable family members, tax effective wealth, philanthropic advice and cash flow management.
Chris adopts a personal approach to a client’s needs to ensure their wealth and their family’s future is secure. He spends considerable time with his clients to understand the values important to them, such as their needs, objectives, goals and aspirations.
Chris is a SMSF Specialist Adviser and holds a Graduate Diploma of Financial Planning and a Diploma of Financial Markets. He is an AFP Member of the Financial Planning Association of Australia and a Specialist Member of the SMSF Association.
Chris enjoys working with self-managed superannuation funds and in the area of philanthropic gift giving helping families looking to give back to the community and establish their own foundations.
Outside of work, Chris enjoys following Rugby and AFL and spends his weekends navigating Sydney roads to attend ballet, sport or play dates with his partner and three children.
Our directors and senior management have over 80 years of collective financial services industry experience.
To book your complimentary initial consultation with a Crystal Wealth professional, contact us today.