Chris Sumner

Chris, a Private Client Adviser, is a Certified Financial Planner® professional with over 15 years experience. Previously his background was in small business management having had over ten years experience in this area.

As a member of the Financial Planning Association of Australia he has agreed to follow their Professional Rules and Conduct and their Code of Ethics.

As a Private Client Adviser, Chris’s role is to provide financial planning advice to clients, with the view that these clients have a close long term working relationship with Chris so he can help them achieve their goals and aspirations. Chris has a particular interest in superannuation and wealth creation and helps people plan successfully for their long-term goals and to manage any changes that come their way.

Chris specialises in the areas of retirement strategies and estate planning, incorporating Centrelink Strategies. He also gives advice on Personal and Business superannuation and insurance and Wealth creation strategies. He can advise on and invest in a diverse range of investments.