Chris Puddy
Financial Adviser
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About
Chris Puddy is an ASIC-registered financial adviser based in Melbourne, VIC, committed to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Business from Griffith University (1994) and a Diploma of Financial Advising from the Securities Institute (2003), complemented by ongoing professional development including Ethics and Professionalism in Financial Advice from Kaplan Education Pty Ltd (2019), Chris possesses a strong foundation of knowledge and a dedication to ethical practice. Chris is authorised to provide advice on a range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance • Investment advice Whether you are planning for retirement, seeking to grow your wealth, or needing to protect your assets, Chris can provide the expert advice and support you need. Contact Chris today to schedule a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Chris Puddy offer?
Chris Puddy specialises in superannuation advice, insurance, wealth management, and retirement planning. He also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Chris Puddy's qualifications and experience?
Chris holds a Bachelor of Business from Griffith University (1994) and a Diploma of Financial Advising from the Securities Institute (2003). He also completed Ethics and Professionalism in Financial Advice through Kaplan Education Pty Ltd in 2019. He is an ASIC-registered financial adviser with many years of experience.
How does Chris Puddy approach financial planning?
Chris takes a personalised approach to financial planning, taking the time to understand your unique circumstances, goals, and risk tolerance. He will then develop a tailored strategy to help you achieve your financial objectives.
What should I expect during my first consultation with Chris Puddy?
During your initial consultation, Chris will discuss your current financial situation, your short-term and long-term goals, and any concerns you may have. This meeting is an opportunity for you to get to know Chris and understand how he can help you.
How can I get started with Chris Puddy?
To get started, simply contact Chris to schedule an initial consultation. He will be happy to discuss your needs and answer any questions you may have.
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