Wealth, Strategy, Investments, Asset Protection - 5 min read
Chris is a multiskilled Associate Adviser! This means he is able to provide expertise across many areas ranging from investments, superannuation, insurance, strategic advice, compliance guidance and protection to advisers and staff internally as well as to clients.
Outside work, you will find Chris at the SCG supporting his Sydney Swans. Chris is a foodie, so you might find him out and about in bars and restaurants. Soon you will find him getting his groove on at Salsa dancing classes!
Chris is a multiskilled Associate Adviser! This means he is able to provide expertise across many areas ranging from investments, superannuation, insurance, strategic advice, compliance guidance and protection to advisers and staff internally as well as to clients.
As an Associate Adviser for Altus Financial, Chris works with clients and our advisers to develop financial strategies. He also assists with analysing clients’ existing situation including their investments, superannuation, personal and business insurances and ensuring these meet our clients’ goals.
For our Wealth Management clients, Chris is the main point of contact, helping them to understand their financial strategies or providing guidance and assistance to their needs. Chris also works closely with the team to provide support through mentoring and training staff sharing his knowledge to help develop the skills and knowledge team members.
Chris has strong ethical values; he ensures that the advice provided to clients is not only compliant but also in the client's best interest ensuring they can achieve their financial goal and objectives.
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Altus Wealth Pty Limited ABN 55 649 956 212 is an Authorised Representative of Altus Financial Services Pty Ltd ABN 24 637 026 825 an Australian Financial Services Licensee (AFSL no. 520266). Altus Financial Services Pty Ltd is not responsible for the advice, products and services provided by Altus Accounting. Julie Azzi is a credit representative (CR No. 366834) of BLSSA Pty Ltd ABN 69 117 651 760 (Australian Credit Licence 391237).