Chris has been with Globe BD Financial Planning since 2009.
He has over 27 years experience in the financial services industry.
Chris is a firm believer that there is a strong long term relationship between financial advice and the achievement of lifetime goals and objectives. That is, everyone can benefit from having a financial "coach" to assist them in moving towards financial independence. However, this is best achieved with constant open and honest communication and monitoring so that the client has a good understanding of the strategies and how they are tracking.
Chris has completed the Advanced Diploma in Financial Planning. He is an accredited Specialist Adviser with the SMSF Association.
Globe BD Financial Planning Pty Lty provides high-quality financial advice to all our clients. To help us provide this high level of service, we take the time to get to know our clients. The first step is to understand your goals, aspirations and current financial situation. If you are seeking limited financial advice on a single issue, we'll ask just as much as is necessary to be able to provide appropriate advice. However, if you want a detailed financial plan, we'll conduct a more in-depth analysis of your financial goals, attitude to risk and present financial position - including your income, assets, investments and liabilities.
Before undertaking any work, we will clearly explain the various steps involved in the financial planning process, as well as our fees and charges. We'll also take the time to answer all your questions. If you are happy to proceed, we will then begin working on a plan for you. If part of our advice involves recommending certain products, we will set out in writing our reasons for suggesting those products so you can ensure you are happy with our recommendations before proceeding.
We can also provide you with contact details for some of our existing clients (with their permission). You can speak with them to find out more about how we work and what their experience with us has been like.
Globe BD Financial Planning Pty Ltd is part of the Globe BD group. The Globe BD group also provides accounting taxation and business services. The team at Globe BD is made up of a highly experienced team of accounting professionals who can help you with the full spectrum of your accounting, taxation and business requirements.
Contact us today and find out how we can help you with your Business needs.Visit Our Site
Globe BD Financial Planning Pty Lty is part of the Financial Wisdom network of financial advisers who independently own their businesses and are supported by the strength and resources of the Commonwealth Bank. The Financial Wisdom difference is reflected in the name. While financial advice is telling someone what they need to do and the steps they need to take, financial wisdom is about empowering clients with the knowledge to secure their financial future long after the advice is given.
Through its national network, Financial Wisdom provides advisers with a comprehensive range of services and resources, including: