Christopher Mallett
About Me
My driving passion and skill is to diagnose and solve your complex financial concerns – making the complicated simple and putting time back into your life for what really matters. My aim is to build honest and long lasting connections with my clients, you are not a transaction and I am not a product sales person.
In my years of experience working with a diverse portfolio of clients ranging from mums and dads to business owners, corporate executives and professional sportspeople; one thing that everyone has in common is the need for clarity and direction regardless of your life stage. This drives my goal to be integral in each of my clients lives and ensure that you are financially secure and protected, have a thorough understanding of your financial position and are clear on the steps required to reach your goals.
I am part of a new generation of financial professionals that believe that value is not measured by a product but by measurable changes in your life. Developing a tailored strategy and working alongside you to achieve your goals is what’s paramount.
In my spare time you’ll find me with my young family or at the beach enjoying a surf.
Chris has a Bachelor of Commerce (Accountancy) and an Advanced Diploma in Financial Planning.
Contact Chris directly via email on chris@securedwealth.com.au
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 10 Years
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Licensed By Secured Wealth Advice Pty Ltd