Chris is an experienced Investment Adviser with more than 30 years of experience in private client and institutional relationship management. Chris started his career with the Sydney Futures Exchange as a Trader working for Ord Minnett (then part of the Westpac Group), which also encompassed fixed income, equities, derivatives and commodities.
Chris’s clients include high net worth individuals, families, and business owners with whom he enjoys a long standing and trusted relationship.
His main areas of expertise include investment advice and strategy, portfolio construction and management, investment and market research and managing wealth transition.
Chris employs a consultative, collaborative process with clients to determine what is most important to them and then focusses on delivering quality solutions.
.jpg)