"I consider your needs as a whole and aim to provide comprehensive advice across all areas of financial planning and investments."
Christian has been working in the financial services industry since 2000 and has experience in financial planning, banking and wealth management.
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Self Managed Super Funds
- Wealth Management
Christian provides his clients with a full range of investment services and advice including stockbroking, financial planning, superannuation and insurance. He has particular interest in forming long-term relationships with clients who are interested in active management of their portfolio whilst also offering them a comprehensive range of financial products.
Industry Education & Experience
- Bachelor of Business, Queensland University of Technology, 2005
- Diploma of Financial Services (Financial Planning) , Tribeca, 2006
- Member of Stockbrokers and Financial Advisers Association (MeSAFAA)
- Tax (Financial) Adviser
I am a Director of New Quattro Pty Ltd which operates the business of Morgans Financial Limited - Newstead. New Quattro Pty Ltd remunerates me as a director by way of salary. As a Shareholder of New Quattro Pty Ltd, I will be entitled to a share of profits.
- Derivatives Level 1
- Financial Planning
- Life Insurance
- Managed Investments
- Margin Lending