My goal is to make the complex seem simple and give my clients the confidence they need to make big financial decisions. I love that I get to grow with my clients and strongly value the relationships that I make with them. 

Chris Davis
Financial Adviser / Executive Director

Chris Davis

Financial Adviser / Executive Director

Chris has been an integral part of PKF Wealth for the past 13 years, becoming a shareholder in 2009, a Director in 2018 and most recently Executive Director in 2020.

He is passionate about helping his clients reach their goals and enjoys challenging his clients in their decision-making process. Part of this is assisting clients to truly understand the link between risk and return and how this impacts all investment decisions.

Chris prides himself on honest ,transparent advice and working with his clients to ensure they have peace of mind around their financial future.  

Recent examples of work include:
  • Implemented a three tired retirement strategy that solved debt issues, retirement income and estate planning.
  • Successfully re-aligned investments across a client’s multiple different entities to achieve the most tax effective long-term portfolios.
Qualifications and memberships:
  • Member of Financial Planning Association of Australia
  • Bachelor of Commerce
  • Diploma of Financial Planning

ASIC Authorised Representative number: 321627

Authorised by PKFWAFSL Pty Ltd to provide financial advice and services relating to managed investments, superannuation, Self-Managed Superannuation Funds, life products, risk, shares and estate planning.

Specialisation

-- HEADING!!!