Christopher Upton Email & Phone Number

I have over 10 years’ experience in the financial planning industry, with 6 years as a Financial Planner. I recently completed my Master’s in Financial Planning in 2019. I am a member of the Financial Planning Association of Australia (FPA) and registered as a Tax (financial) Adviser with the Tax Practitioners Board. Having started in retail banking over 15 years ago, I have found that I really enjoyed the experience of helping people with their finances and meeting their needs. I decided to take this one step further and enter into the world of financial planning to help more individuals achieve their financial and lifestyle goals through tailored financial advice. I take great pride in helping my clients plan successfully for their futures and to get them from where they are now, to where they want to be.I love spending time with my family and meeting new people. My wife and I are kept busy with our 3 small children (which includes a set of twins) and we can easily be found down at Merewether Baths during the summer and supporting the Newcastle Knights during the winter months. In the future I would love to learn to play the piano and continue to travel to interesting places with my family.

Listed skills include Account Management.