Chris brings over six years of diverse experience in the financial industry, having worked across various sectors. He joined Ord Minnett in 2021, driven by a passion for researching companies and market trends. This enthusiasm led him to pursue a career in financial advice and wealth management.
Prior to his current role, Chris gained valuable hands-on experience as a Dealer Assistant at Ord Minnett, buying and selling shares. He worked closely with senior wealth advisers, gaining valuable experience across equities trading, foreign exchange, and private capital placements.
A North Melbourne local, Chris holds a Bachelor of Business degree with a major in Financial Planning from Latrobe University. Before joining Ord Minnett, he began his career in accounting and served as an Associate Adviser at a boutique financial planning firm.
Chris offers clients a comprehensive approach to wealth management, tailoring his financial advice to their individual needs, preferences, and circumstances.
His areas of specialisation include asset allocation, investment strategies, superannuation and self-managed super funds (SMSFs), wealth protection, and retirement planning.
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