Chris provides personal financial advice in the areas of:
- Retirement Planning
- Home Loans
- Cashflow & Budgeting
- Personal Insurances
- Tax Effective Investing
We implement personal finance solutions to build / protect wealth and pay less tax each year.
We work with people who:
- want to be in control of their finances
- want some assistance / guidance from a professional
- want freedom from worrying about money to focus more on what they love doing in their professional and personal lives
For our clients we:
- save money and tax each year by structuring finances most effectively
- remove the uncertainty surrounding wealth creation and protection
- setup easy and transparent access to all finances 24/7
- Chartered Financial Analyst charterholder
- Diploma of Financial Planning
- Diploma of Finance and Mortgage Broking Management
- Graduate Diploma in Corporate, Securities & Finance Law - University of Sydney
- Master of Commerce (Finance) - UNSW
- Accredited Mortgage Consultant - MFAA
- Bachelor of Arts - UNSW
- Justice of the Peace (NSW)
Chris adopts the CFA Code of Ethics and Standards of Professional Conduct and supports the CFA's Statement of Investor Rights.
Chris lives on the Northern Beaches with his wife and three children.
After university Chris commenced his investment management career in Sydney at BT Financial Group before moving to London to work for Schroders. In 2006 Chris returned to Australia to work for Concord Capital as the primary dealer for the large cap and small cap equities funds. The next 5 years saw Chris working for Invesco and Northward Capital as an Equities Analyst covering Media, Telcos, Diversified Financials, Property and Technology sectors. In 2016 Chris went into business for himself as a Financial Adviser.
Chris worked for some of the largest global investment firms but admits that nothing is more rewarding than assisting an individual or family achieve their financial goals.
Having worked as an institutional dealer for over 10 years Chris appreciates the importance of confidentiality and privacy.
To make a plan to secure your financial future call 02 8320 2222 to book your complimentary appointment.
Alternatively, email Chris at email@example.com
Northern Beaches & Sydney CBD
The Brookvale office is located at Suite 319, 20 Dale Street, Brookvale. There is visitor parking available on B1 and other options available nearby at the Warringah Medical and Dental centre and Warringah Mall.
We also meet with clients in the Sydney CBD meeting rooms located in the AMP building - 33 Alfred Street, Circular Quay.
GCK Financial Group
Suite 319, 20 Dale Street BROOKVALE
T: 02 8320 2222
"I have persevered over the years dealing with a number of financial planners with varying results. Chris has been a delight to deal with and the advice he has given me has had immediate positive results. He has an incredible ability to communicate in a way I can understand and did a lot of listening to start with to fully understand what I was looking for.
In short, he helped me restructure my home loan, saving me 0.45% an immediate savings! Additionally, we restructured my superannuation to maximise my investment portfolio mix and ease of use. All of this came with a mobile online financial platform giving me access to all of my accounts, investments and online storage for other personal and sensitive documents.
I think the fact that Chris spent the first half of his career working in the coal face of financial markets has given him perspective as to what time poor professionals are looking for. Coupled with a genuine and open approach to providing financial advice, is exactly what I am looking for in a financial planner."
"Through his knowledge of the market and by getting the timing right, Chris was able to get us an AMAZING mortgage rate, locked in for 3 years. He also helped me with a financial strategy that will help us well into the future. He reviewed my superannuation situation and implemented changes (higher growth, better fund) and helped me devise a medium-term investment strategy. He was at all times upfront and impeccably ethical. Thanks Chris."
"I would highly recommend Chris if you need to make the most out of your money and ensure you have a good plan for your retirement. He sorted out my financial plan and is always available to provide me and my wife the support and advice to make well informed decisions for our super and investments. Ultimately he has removed the confusion we had on how to make the best with our money and be in control."
"Thinking of myself as financially literate, Chris’ astute counsel has been a valuable benefit to me. His acumen has given me insight into looking at my financial situation differently, saving me $$$$ in lost returns. With a manner that is very approachable, measured and not at all pushy, Chris is a Financial Adviser who I trust and look forward to working with in the many years ahead."