Chris Mobbs

Chris Mobbs – Team Manager, Financial Adviser

After first studying at Melbourne University, Chris commenced his career as financial adviser in 1997. His professional experience includes owning and operating one of Melbourne’s leading financial planning firms for over 20 years.

Chris is highly regarded in the industry by his clients and colleagues and he is passionate about helping people and families gain access to high quality advice to give them the best chance of success and achieving their goals and dreams.

Outside of work, Chris enjoys most sports but particularly loves AFL (more when Essendon is playing) and cricket. He enjoys spending time with his wife and extended family, travelling when they can, and he always enjoys a good movie.

Areas of Specialisation:

• Wealth creation & Investment strategies
• Retirement planning strategies
• Self-Managed Superannuation Funds
• Debt and cash-flow management strategies
• Risk insurance strategies

Qualifications

• Certified Financial Planner (CFP)
• Bachelor of Commerce
• Diploma of Financial Planning
• Diploma of Financial Services (Mortgage Broking)
• Self-managed Superannuation Specialist Accreditation
• Certificate IV in Mortgage Broking

Memberships

• Financial Advise Association Australia
• Self Managed Super Fund Association
• Mortgage & Finance Association of Australia