Christopher Upton

Christopher Upton Email and Phone Number

Partner and Director @ KLM Financial Planners
Newcastle, NSW, AU
Christopher Upton's Location
Greater Newcastle Area, Australia
About Christopher Upton

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.

Christopher Upton's Current Company Details
KLM Financial Planners

Klm Financial Planners

View
Partner and Director
Newcastle, NSW, AU
Christopher Upton Work Experience Details
  • Klm Financial Planners
    Partner And Director
    Klm Financial Planners
    Newcastle, Nsw, Au
  • Klm Financial Planners
    Partner & Director
    Klm Financial Planners Apr 2022 - Present
    Greater Newcastle Area
  • Klm Accountants
    Senior Financial Planner
    Klm Accountants Nov 2020 - Present
    Charlestown, New South Wales, Australia
  • Tax Practitioners Board
    Registered Tax (Financial) Adviser
    Tax Practitioners Board May 2020 - Present
  • Advisory Group
    Financial Planner
    Advisory Group Sep 2020 - Nov 2020
    Maryville, New South Wales, Australia
  • Amp Advice
    Private Client Adviser
    Amp Advice Sep 2014 - Aug 2020
    Newcastle, Australia
  • Ipac
    Associate Adviser
    Ipac Jan 2014 - Sep 2014
    Newcastle, Australia
  • Forsythes Financial Services Pty Ltd
    Paraplanner & Account Manager
    Forsythes Financial Services Pty Ltd Apr 2010 - Dec 2013
    Newcastle, Australia
  • Reserve Bullion Company
    Product Manager
    Reserve Bullion Company Jul 2011 - Nov 2013
    Newcastle, Australia
  • Newcastle Permanent Building Society
    Retail Banking Officer
    Newcastle Permanent Building Society 2004 - 2010

Christopher Upton Skills

Account Management

Christopher Upton Education Details

  • Fasea
    Fasea
    Passed
  • Kaplan Professional
    Financial Planning And Services
  • Kaplan Professional
    Financial Planning And Services
  • Kaplan Professional
    Kaplan Professional
    Financial Planning And Services
  • Kaplan Professional
    Kaplan Professional
    Financial Planning And Services
  • St Paul'S Catholic College Booragul
    St Paul'S Catholic College Booragul
    Hsc

Frequently Asked Questions about Christopher Upton

What company does Christopher Upton work for?

Christopher Upton works for Klm Financial Planners

What is Christopher Upton's role at the current company?

Christopher Upton's current role is Partner and Director.

What schools did Christopher Upton attend?

Christopher Upton attended Fasea, Kaplan Professional, Kaplan Professional, Kaplan Professional, Kaplan Professional, St Paul's Catholic College Booragul.

What skills is Christopher Upton known for?

Christopher Upton has skills like Account Management.

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