Chris Jas Email & Phone Number

Chris is a Partner based in the Perth office of RSM Financial Services Australia. In his role he provides comprehensive strategic financial and investment advice to a range of clients throughout Australia.Chris is passionate about establishing trusting long-term partnerships with his clients and ensures their unique circumstances and goals are catered for via his strong attention to detail. Chris has a consultative approach to strategy development and portfolio construction which allows his clients to understand their options and overcome emotions which can lead to bad decision making. His strategic and financial solutions provide peace of mind to clients, empowering them to make smart money decisions and minimise any unnecessary risks.Those who will benefit most from Chris' expertise are those who are facing financial complexities in their lives which they wish to resolve; be it recipients of sudden wealth, empty-nesters looking to accumulate assets for retirement or clients just trying to gain greater clarity about their financial future.While his strong qualifications and practical experience allow him to provide quality advice across a broad spectrum of financial planning topics, Chris' areas of special interest and specialisation are:• Investment strategy advice and ongoing portfolio management services• Retirement planning strategies• Superannuation planning including Constitutionally Protected Funds (GESB) and SMSF advice• Pre-retirement planning incorporating wealth creation and gearing strategies• Wealth protection strategies and personal risk insurances• Estate planning and wealth transfer

Listed skills include Estate Planning, Strategic Financial Planning, Smsf, Superannuation, and 16 others.

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  Partner

  Rsm Australia

  Jul 2024 - Present