Christopher Upton Email and 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.
-
Partner And DirectorKlm Financial PlannersNewcastle, Nsw, Au
-
Partner & DirectorKlm Financial Planners Apr 2022 - PresentGreater Newcastle Area
-
Senior Financial PlannerKlm Accountants Nov 2020 - PresentCharlestown, New South Wales, Australia -
Registered Tax (Financial) AdviserTax Practitioners Board May 2020 - Present -
Financial PlannerAdvisory Group Sep 2020 - Nov 2020Maryville, New South Wales, Australia
-
Private Client AdviserAmp Advice Sep 2014 - Aug 2020Newcastle, Australia
-
Associate AdviserIpac Jan 2014 - Sep 2014Newcastle, Australia -
Paraplanner & Account ManagerForsythes Financial Services Pty Ltd Apr 2010 - Dec 2013Newcastle, Australia
-
Product ManagerReserve Bullion Company Jul 2011 - Nov 2013Newcastle, Australia
-
Retail Banking OfficerNewcastle Permanent Building Society 2004 - 2010
Christopher Upton Skills
Christopher Upton Education Details
-
FaseaPassed -
Financial Planning And Services -
Financial Planning And Services -
Kaplan ProfessionalFinancial Planning And Services -
Kaplan ProfessionalFinancial Planning And Services -
St Paul'S Catholic College BooragulHsc
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.
Not the Christopher Upton you were looking for?
-
-
1qldbar.asn.au
-
-
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial