Chris Lin, Cfp® Email and Phone Number
Chris has worked with families and family members for almost 20 years in his career, from teaching to advising, from facilitating to mentoring, from empathy to leadership and from trusting to goal setting. Chris has a passion and a vision of providing sound guidance to different family groups, with an in-depth understanding of family dynamic and complicated family systems.In the last 13 years of being in the finance industry, Chris has consolidated all the learnings from the complexity of Family system, and pivoted his role with family groups to become a family office advisor in the recent years. He has a high degree of understanding about investment charter, family group wealth management, private investment opportunities, succession planning and future generation development within the family eco-system.
Hexa Group
View- Website:
- hexa.com.au
- Employees:
- 2
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DirectorHexa Group Sep 2024 - PresentLevel 4/830 Whitehorse Rd, Box Hill Vic 3128Grow the HEXA community of Family offices’ next generationsProject management of The Nebula Program – Rising generation personal development plan tailored for complex family officesFamily office governance and family office related educational master classesLead a team of passionate specialists around Family succession planProject planning for advisory groups on advancement on family office advisory learnings.
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DirectorInitium Capital Jun 2023 - Sep 2024Sydney, New South Wales, Australia -
Financial AdvisorZurich Insurance Aug 2022 - Jun 2023Melbourne, Australia -
Anz Financial Advisor At Private Banking And AdviceAnz Oct 2016 - Aug 2022Melbourne, Victoria, Australia -
Advanced Financial PlannerWestpac Group Sep 2014 - Sep 2016 -
Financial PlannerAmicus Financial Lifestyle Planning Aug 2013 - Oct 2014Suite 14, Level 4, 737 Burwood Rd, Hawthorn East Vic 3122My existing duties are:generating business from existing clients by providing financial advice through SoAcreating mortgage and general insurance opportunities from my clients to feed the internal mortgage broker and insurance brokercreating and nurturing warm relationship with external referral partners such as accountant, solicitor and real estate agent to maintain the quality and quantity of the referralsI also provide and facilitate training to our junior planners. -
Financial Planning ManagerNational Australia Bank Mar 2011 - Jul 2013DocklandsMy duties at nab as planner were:Ran coaching sessions in branches to make sure 8 referrals are generated and five 1st appointments are booked per weekProven skills to Identify clients’ needs accurately, provide professional advices and solutions to themShowed strong ability to establish good rapport with new clients and manage existing clientsDemonstrated excellent negotiation skills and ability to close the saleSuccessfully met all the targets in fund, risk and revenueBeing capable of writing complex Statement of Advice independently Strictly complied with the financial planning standards -
Case OfficerAustralian Government Jun 2010 - Mar 2011MelbourneLiaised with various parties such as debtors, creditors and solicitors regarding personal bankruptcy cases Provided professional financial advices and solutions to both bankrupts and creditorsDemonstrated excellent strategic communication skills and ability to balance the interests of debtors and creditorsShowed strong problem solving skills and capability of handling unexpected situations -
Auditing InternKpmg Dec 2009 - Feb 2010Audited financial transactions of two renowned companies with two different backgrounds Completed assigned tasks within the required time framesBuilt good rapport with clients and colleagues Received positive feedback from department supervisor and partner -
Graduate Teaching AssistantDeakin University Mar 2008 - Feb 2010Melbourne, AustraliaRan small tutorial groupsProvided assistance to Lecturers with their research and class preparation
Chris Lin, Cfp® Skills
Chris Lin, Cfp® Education Details
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Financial Planning Association Of AustraliaCfp®️Qualified -
KaplanFinancial Planning And Services
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Deakin UniversityFinance
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Monash UniversityAccounting And Finance
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Wesley CollegeMathematics, Chinese, Specialist Maths, English, Physics
Frequently Asked Questions about Chris Lin, Cfp®
What company does Chris Lin, Cfp® work for?
Chris Lin, Cfp® works for Hexa Group
What is Chris Lin, Cfp®'s role at the current company?
Chris Lin, Cfp®'s current role is Family Office Advisory/Next gen Advocate & Mentor/Succession Planning for Family Group.
What schools did Chris Lin, Cfp® attend?
Chris Lin, Cfp® attended Financial Planning Association Of Australia, Kaplan, Deakin University, Monash University, Wesley College.
What skills is Chris Lin, Cfp® known for?
Chris Lin, Cfp® has skills like Finance, Financial Analysis, Risk Management, Auditing, Strategic Financial Planning, Financial Modeling, Banking, Investments, Portfolio Management, Credit, Financial Services, Equities.
Who are Chris Lin, Cfp®'s colleagues?
Chris Lin, Cfp®'s colleagues are Peter Wei, Yi Wang, Phoebe P., Paul Carstairs, Juan Carlos Ruiz Llamas, Pitriyani Empit.
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