Chris Simm | Manager
Qualifications & Memberships:
- Certified Financial Planner®, Finanical Planning Association
- Bachelor of Commerce, Deakin University (Finance & Financial Planning)
Chris grew up in a rural farming area 25km east of Echuca and still is a country boy at heart, despite a seachange to the Surf Coast.
He is regarded for his thorough approach to financial planning, curating individual wealth strategies in simple, easy to understand language. Chris beleives that a great financial plan extends beyond dollars and cents, personal values and goals must be intertwined with the financial aspects to feel secure and in control.
Chris is a Certified Financial Planner® and lives in Torquay with his girlfriend Emily. He can often be found in the surf, on the Mountain Bike trails in Anglesea or in the back garden at home.
