Christopher Watt CFP®
About Me
Chris Watt, CFP® is an Adviser with Bell Potter Securities Limited. Chris specialises in providing tailored investment strategies to a wide range of both retail and wholesale clients, advising across a variety of asset classes including Australian and International Equities, Listed Property, Exchange Traded Funds, Listed Investment Companies, Fixed Interest and Cash.Chris has over 8 years of investment experience with previously held positions in wealth management at a boutique firm, gaining experience through roles as a Financial Planner and Paraplanner — where he provided advice on asset allocation and investment strategies, risk and debt management, personal wealth protection, and superannuation and retirement planning.Chris has a Bachelor of Commerce (Accounting and Finance majors) from Monash University and is an Accredited Derivatives Adviser (ADA 1). Chris is a Certified Financial Planner (CFP®) professional, which is internationally recognised for having the highest education and ethical standard standards in financial planning. This enables Chris to work closely alongside Bell Potter’s technical financial planning team, to offer holistic wealth management and strategic advice. Chris has also met all FASEA education requirements, and is RG146 compliant.
Areas of Focus
- Aged care
- Investments
- Retirement
- Superannuation
- Wealth management
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Years of Experience 6 Years
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Licensed By Bell Potter Securities Limited