Chris Oldroyd
Financial Adviser
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About
Christopher Oldroyd is an ASIC-registered financial adviser based in Orange, NSW, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. With a strong educational foundation including a Bachelor of Business (Finance/Banking) from Charles Sturt University (2004) and a Graduate Diploma of Applied Finance (Financial Planning) from Kaplan (2009), Christopher is well-equipped to provide expert guidance. He further enhanced his expertise through specialized accreditations such as the Margin Lending Accreditation Program (Deakin Prime/SDIA, 2010), DFP5v1 Tax for Financial Advising (Kaplan, 2016), TASA and the TPB Code of Professional Conduct (Kaplan, 2016), and Ethics and Professional Relationships (QUT, 2020). As a member of the Stockbrokers and Investment Advisers Association (SIAA), Christopher adheres to the highest standards of professionalism and ethical conduct. Christopher is authorized to provide advice on a wide range of financial products, including superannuation, wealth management, securities, derivatives, and government debt securities. He offers comprehensive financial planning services to individuals and families, helping them navigate the complexities of the financial landscape with confidence. • Superannuation advice and retirement planning • Wealth management and investment strategies • Securities and derivatives trading advice • Strategic financial planning Ready to take control of your financial future? Contact Christopher Oldroyd today for a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What services does Christopher Oldroyd offer?
Christopher Oldroyd provides a comprehensive range of financial advisory services, including superannuation advice, wealth management strategies, advice on securities and derivatives, and overall strategic financial planning.
What are Christopher Oldroyd's qualifications?
Christopher holds a Bachelor of Business (Finance/Banking) from Charles Sturt University and a Graduate Diploma of Applied Finance (Financial Planning) from Kaplan. He also has several specialized accreditations, including Margin Lending Accreditation and qualifications in tax for financial advising.
What is the first step in working with Christopher Oldroyd?
The first step is to schedule an initial consultation. This allows Christopher to understand your financial situation, goals, and risk tolerance. From there, he can develop a personalized financial plan tailored to your specific needs.
How can Christopher Oldroyd help me with my superannuation?
Christopher can provide expert advice on all aspects of superannuation, including choosing the right fund, optimizing contributions, and developing a retirement income strategy.
What can I expect during a financial planning meeting with Christopher Oldroyd?
During a meeting, you can expect a thorough discussion of your financial situation, goals, and concerns. Christopher will explain different financial strategies and provide clear, easy-to-understand recommendations to help you achieve your objectives. He will also answer any questions you may have.
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