Chris Simm | Manager

Qualifications & Memberships:

• Certified Financial Planner®
• Bachelor of Commerce (Finance & Financial Planning), Deakin University
• Member of Finanical Advice Association Australia (FAAA)

Chris is a Certified Financial Planner® who values simplicity and personal connection. Growing up in a rural farming area, he learned the importance of hard work and community, which has influenced his easy-going and relatable nature as a financial planner.

He believes that a great financial plan should be easy to understand, incorporate personal values and create a sense of security and control over your finanical future. He builds strong relationships with his clients, providing tailored advice and solutions that are relevant to their unique circumstances.

Chris can often be found mountain biking in Anglesea, surfing at Jan Juc or tinkering in the garden.