Chris Boag

Chris Boag Email and Phone Number

Director, Royston Capital - Empowering Financial Success @ Royston Capital
111 Collins St, Level 6,Australia
Chris Boag's Location
Melbourne, Victoria, Australia, Australia
Chris Boag's Contact Details

Chris Boag work email

Chris Boag personal email

n/a
About Chris Boag

With over two decades of experience in the financial industry, I am dedicated to empowering individuals and families with personalized, innovative, and ethical wealth management solutions. As Director of Royston Capital, I lead a team committed providing expertise in Wealth Advice, Investment, Insurance, and Philanthropy.My journey began as an actuarial analyst with Towers Perrin, leading to roles with Deloitte Touche Tohmatsu and Godfrey Pembroke, before establishing an Investment Advisory division at Mutual Trust. I ensure clients achieve financial success through tailored portfolio strategies, tax optimization, and comprehensive estate planning. My dedication to transparency, trust, and client satisfaction underscores every aspect of my work.As a member of the Financial Advice Association (FAAA) for over 20 years, I continuously strive for excellence and uphold the highest standards of professionalism. Beyond the boardroom, my passion for sailing reflects my competitive spirit and commitment to excellence in all endeavors.Let's connect and explore how Royston Capital can help you navigate the complexities of wealth management and achieve your financial goals.

Chris Boag's Current Company Details
Royston Capital

Royston Capital

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Director, Royston Capital - Empowering Financial Success
111 Collins St, Level 6,Australia
Website:
roystoncapital.com.au
Employees:
5
Chris Boag Work Experience Details
  • Royston Capital
    Director
    Royston Capital Jul 2013 - Present
    Melbourne, Australia
    Royston Capital provides Investment, Insurance and strategic wealth advice delivered in the style of a boutique family office.Royston Capital’s advisory services is designed to establish your financial goals and objectives, develop a strategy to build and preserve wealth, implement the strategy and, monitor the strategies progress. We are committed to building long term relationships with our clients and future generations through our family office style of service. Our clients generally have in excess of $1m to invest or are high income earners seeking high quality advice and service. Royston Capital Pty Ltd is a privately owned and operated business.
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  • Yachting Victoria
    Board Member
    Yachting Victoria Apr 2018 - Aug 2019
    Melbourne, Australia
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  • Yachting Victoria - Coaching Committee
    Chairperson
    Yachting Victoria - Coaching Committee Apr 2018 - Aug 2019
    Melbourne, Australia
  • Mutual Trust
    Senior Client Advisor
    Mutual Trust Feb 2007 - Jun 2013
    Melbourne, Australia
    Mutual Trust was the exclusive office for the Baillieu family. The firm was incorporated in 1951 and provides family office services to ultra-high net worth individuals and families. Chris’s role at Mutual Trust was to establish the investment advisory framework and proved specialist strategic and investment advice. The foundations established by Chris are still in operation throughout Mutual Trust today.
  • Anz Private Bank
    Planner
    Anz Private Bank 2004 - Jan 2007
    Melbourne, Australia
    ANZ Private Bank is part of ANZ and has offices in Melbourne, Sydney, Brisbane, Adelaide and Perth. ANZ Private Bank provided advice and services to high net worth individuals and families.
  • Towers Perrin
    Analyst
    Towers Perrin 1998 - 2000
    Melbourne, Australia
    (now Russel Investments)Towers Perrin was an actuarial firm providing services and advice to corporate superannuation and defined benefit schemes. Chris provided consulting support and also spent many hours valuing member benefits for defined benefit schemes.

Chris Boag Skills

Investments Superannuation Financial Planning Asset Allocation Strategic Financial Planning Risk Management Insurance Strategy Business Strategy Wealth Asset Management Funding High Net Worth Individuals Financial Analysis Management Strategic Planning Estate Planning Philanthropy

Chris Boag Education Details

Frequently Asked Questions about Chris Boag

What company does Chris Boag work for?

Chris Boag works for Royston Capital

What is Chris Boag's role at the current company?

Chris Boag's current role is Director, Royston Capital - Empowering Financial Success.

What is Chris Boag's email address?

Chris Boag's email address is ch****@****.com.au

What schools did Chris Boag attend?

Chris Boag attended Rmit University, Girton Grammar, Fpa/kaplan, Fpa/kaplan, La Trobe University.

What are some of Chris Boag's interests?

Chris Boag has interest in Economic Empowerment, Soccer, Environment, Poverty Alleviation, Sailing, Animal Welfare, Arts And Culture, Health.

What skills is Chris Boag known for?

Chris Boag has skills like Investments, Superannuation, Financial Planning, Asset Allocation, Strategic Financial Planning, Risk Management, Insurance, Strategy, Business Strategy, Wealth, Asset Management, Funding.

Who are Chris Boag's colleagues?

Chris Boag's colleagues are Lisa Chu.

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