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Chris Roche

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Mr Chris Roche
Principal Financial Adviser

Financial Services Guide
Financial Services Guide 2

Experience

With over 25 years in the financial services industry my experience and competencies extend to superannuation, retirement planning, investment, and personal insurance. I also enjoy and have worked extensively with clients in the area of debt management and lifestyle planning.

Qualifications

I hold the Diploma of Financial Planning and I am an accredited and authorised representative of Financial Wisdom Limited.

I have a Certificate IV in Finance and Mortgage Broking and I am a credit representative of WB Credit Management Pty Ltd.

Additional Information

As Principle Financial Adviser of Personal Financial you will deal directly with me on all aspects of your requirements. Nothing pleases me more than helping people get their financial affairs in order and giving them a sense of direction. I pride myself on high quality care with clients and take a very hands on approach. I work extensively with clients to develop comprehensive and personalised financial plans through the use of sophisticated financial modelling tools. This process has proven over time to provide a great sense of direction and peace of mind for clients.

At Personal Financial we also offer individuals and employer groups complimentary one on one financial education workshops. These informal sessions are delivered personally by me as a way of introducing you to the principles and concepts of sound financial management and planning.

Financial Services Guide (FSG)

I conduct myself ethically and professionally in every aspect of my work and adhere strictly to the guidelines set out in the Financial Services Guide. This guide provides you with information about the advice that we provide, and the Licensee that we represent: Financial Wisdom Limited. Its purpose is to educate you prior to us providing a financial service. You have the right to ask us about our charges, the type of advice we will give and to whom you can complain if you are unhappy. For further details click on the Financial Services Guide link.

This FSG is in Adobe™ Acrobat™ format. If you do not have Acrobat installed, you can download Acrobat by clicking on the icon to the right. Otherwise, click on the download link. Download

Download Adobe Acrobat
Address 29 Murray Crescent Griffith ACT 2603
Phone 02 62998984
Mobile 0412 930871
Email chris@personalfinancial.com.au