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Chris Giaouris

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.

Qualifications/Memberships

  • 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

Business Succession

Estate Planning

Insurance advice for individuals and business owners

Retirement Planning and Pensions

Self Managed Superannuation Funds (SMSF)

Superannuation

Tax Effective Wealth Strategies

Wealth Creation

Debt Management

Investment and Portfolio Construction

Divorce and Financial Settlements

Strategic Financial Advice

Centrelink Benefits

Key Person Insurance Strategies

Experience

 
 


Chris Giaouris is an authorised representative of Fitzpatricks Private Wealth Pty Ltd.

Contact details

Chris Giaouris

03 8456 3565

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Suite 2, Level 5, 459 Little Collins Street, Melbourne VIC 8007

03 8456 3565

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