Chris Youssef Email and Phone Number
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Chris Youssef personal email
Chris is a Certified Financial Planner (CFP®), the pre-eminent representation of professional financial planners around the world. He lives by the Latin aphorism "scientia potentia est" (knowledge is power) and is one of the highest educated advisers in the industry. He recently completed a Master of Business Administration (MBA) and also holds a Master of Commerce.Chris commenced his financial services career in 2007 at Goldman Sachs JBWere. He then spent a large portion of his career working in one of the largest financial planning businesses, Shadforth. He subsequently established Wealth Investors Australia.In 2023, Chris was recognised in the Financial Standards Power50, a list of the 50 most influential financial advisers in the country. They define 'influential' as individuals who continue to be instrumental in shaping the future of the financial advice industry.He joined this profession to help others achieve their personal financial goals and is passionate about developing and maintaining long term relationships with his clients. Chris believes financial planning isn’t solely about investments and strategies. It is about going through the various stages of life with his clients and helping them achieve the things that are important to them and overcome any challenges they may face.Whilst working in wealth management he has built specialised knowledge in superannuation, retirement strategies, tax planning and portfolio management. He has extensive experience in cashflow modelling and investing. Over the years he has provided advice to hundreds of clients.Away from work, Chris is a father and loves spending time with his young daughter. He enjoys travelling the world with his family and believes it is extremely important to maintain a healthy and active lifestyle. He also volunteers in charity events via the Juvenile Diabetes Research Foundation (JDRF) to support the research of Australian diabetes.
Wealth Investors
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Director | Private Wealth AdviserWealth Investors Jul 2022 - PresentMelbourne, Victoria, AustraliaAt Wealth Investors, we empower you to invest wisely and live a life of significance that reflects your values. Let us help you build a lasting legacy that makes a difference.We know that your wealth represents your dreams, your values, and your future. That's why we're passionate about helping you achieve your financial goals, so you can focus on living the life you truly want. We are experts in providing personalized wealth management services that empower you to invest wisely and build a lasting legacy. We're not just about managing your money. We're about creating a partnership with you, understanding your unique needs and aspirations, and working tirelessly to make them a reality. Let us simplify your financial journey and give you the peace of mind you deserve, so you can focus on what matters most: your family, your passions, and your impact on the world. Contact us today to discover how we can help you achieve financial freedom and live a life of significance. -
Private Client AdviserShadforth Financial Group Ltd 2009 - Aug 2022Southbank, MelbourneShadforth is a highly awarded wealth management and advisory firm specialising in the provision of implemented advice, and service to private clients and organisations throughout regional and mainland Australia. Our collective heritage dates back to 1924 with the establishment of Shadforths Limited, a boutique stockbroking firm in Hobart. Shadforth Financial Group was established in April 2008 through the merger of 14 specialist firms. These 14 firms were united by a vision and passion for client focussed advice and the need to extend their individual capabilities by joining forces. Individually and collectively, we have established a track record of success, working with a diverse group of non-for-profit organisations and private clients. We are free of ownership or control by the large banks and insurance companies that traditionally dominate Australian wealth management. Our focus on providing transparent fee-based advice means we can make a real difference to our clients' outcomes. Our highly-qualified advisers offer personal financial advice, solutions and services that are tailored to each client’s unique set of circumstances and objectives. When you become a Shadforth client, we put you and those important to you, in control of your finances so you can enjoy the really important things in life. -
Analyst / Advisor Assistant (Private Wealth Management)Goldman Sachs Jbwere 2007 - 2008Melbourne
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Project Scheduling / Financial ForecastingVisionstream Jan 2007 - Dec 2007
Chris Youssef Skills
Chris Youssef Education Details
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Finance, General -
FaseaCompleted -
Financial Planning AssociationCompleted -
Finance And Financial Planning -
Deakin UniversityFinance, Financial Planning And Marketing
Frequently Asked Questions about Chris Youssef
What company does Chris Youssef work for?
Chris Youssef works for Wealth Investors
What is Chris Youssef's role at the current company?
Chris Youssef's current role is 2024 & 2023 Financial Standard's Top 50 Most Influential AdvisersDirector | Private Wealth Adviser | Certified Financial Planner.
What is Chris Youssef's email address?
Chris Youssef's email address is ch****@****.com.au
What schools did Chris Youssef attend?
Chris Youssef attended Deakin University, Fasea, Financial Planning Association, Deakin University, Deakin University.
What skills is Chris Youssef known for?
Chris Youssef has skills like Wealth Management, Financial Advisory, Superannuation, Strategic Financial Planning, Investments, Wealth, Financial Services, Financial Planning, Retirement Planning, Retirement, Portfolio Management, Pensions.
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