Chris D'Souza CFP®
About Me
As a Certified Financial Advisor with over two decades of financial planning experience, I offer unparalleled expertise and comprehensive knowledge in the financial planning sector. My distinguished approach emphasizes the establishment of strong, personalised relationships with clients, ensuring a profound understanding of their distinct financial situations, aspirations, and lifestyle goals. This personalised methodology guarantees that the financial strategies I develop are meticulously tailored to each client's needs.
My extensive experience in navigating the dynamic financial landscape enables me to guide clients in making astute decisions today while proactively preparing for future changes. I am dedicated to continuous professional development, ensuring my guidance remains at the forefront of industry regulations, market trends, and best practices in personal finance.
Upholding the highest standards of integrity and transparency is paramount in my practice. I am committed to delivering impartial advice and clear, comprehensive explanations, empowering clients to make informed choices. Adherence to the FPA Code of Ethics is a fundamental principle of my work, ensuring the utmost professionalism and responsibility.
Trust, respect, and mutual understanding form the foundation of any successful financial advisory relationship. As your advisor, I provide not only expert financial counsel but also a committed partnership aimed at helping you achieve your financial objectives and secure long-term stability. If you seek a financial advisor who combines profound expertise with an unwavering dedication to your financial success, I invite you to initiate a conversation today.
Areas of Focus
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Degree
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Years of Experience 22 Years
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Licensed By Synchron Advice Pty Ltd
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Advice Fees From $4,400