Chris has been providing personal wealth management and financial advice since 2008; initially with a boutique firm “Heraud Harrison” who were one of the founding firms that later merged to create the Shadforth Financial Group (SFG). Finding that the corporate model suited his ideas about how best to serve client’s interests less and less, Chris left SFG in 2016 to build his own boutique practice focusing on a more client centric and evidence based approach.
Over this time Chris has built specialised knowledge in superannuation, retirement strategies, personal / business risk protection, tax planning and portfolio management. He believes financial planning is not solely about investments or strategies, but more importantly it is about helping people make smart choices with their money so they can focus on things more important than money. Chris also has extensive experience in the UK Pension sector where he has assisted a number of clients with the transfer of their UK superannuation capital to a complying Australian fund.
Chris has a Bachelor of Commerce from Deakin University and is a Certified Financial Planner (CFP®) through the Financial Planning Association of Australia. CFP® is an internationally recognised mark and is currently the pre-eminent representation of professional Financial Planners around the world. Chris is also a member and accredited adviser with the ‘RIAA’ or ‘Responsible Investment Association of Australasia’.
Away from work, Chris enjoys most sports (as frustrating as golf can be, at times!) and keeping up an active and healthy outdoor lifestyle. He is especially passionate about travelling the world and experiencing all it has to offer.
- Bachelor of Commerce, Deakin University
- Certified Financial Planner (CFP®)
- Self Managed Superannuation Funds
- Accredited adviser with the ‘RIAA’ or ‘Responsible Investment Association of Australasia’.
- Member of the FPA
Areas of expertise
Asset Protection and Business Structures
Insurance advice for individuals and business owners
Retirement Planning and Pensions
Self Managed Superannuation Funds (SMSF)
Tax Effective Wealth Strategies
Investment and Portfolio Construction
Divorce and Financial Settlements
Strategic Financial Advice
Key Person Insurance Strategies
Chris Giaouris is an authorised representative of Fitzpatricks Private Wealth Pty Ltd.