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Chris Kouteris

Financial Adviser

Kouteris Financial
Yarraville, VIC 3013

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About

Chris Kouteris is an ASIC-registered financial adviser based in Yarraville, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong foundation in financial planning, Chris holds an Advanced Diploma of Financial Services (Financial Planning) and a Diploma of Financial Services (Financial Planning) from Kaplan Professional, earned in 2012. Furthering his expertise, he obtained the Certified Financial Planner (CFP) designation from the Financial Planning Association of Australia (FPA) in the same year. Chris also holds qualifications in Self Managed Superannuation Funds and is an Accredited Listed Product Adviser (ALPA). As a member of the Financial Advice Association of Australia (FAAA), Chris is committed to upholding the highest ethical and professional standards. He is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. This allows him to create holistic strategies that address all aspects of his clients' financial lives. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Chris is passionate about empowering his clients to make informed decisions and achieve financial security. Contact Chris today to schedule a consultation and take the first step towards a brighter financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning Superannuation advice Wealth accumulation Insurance solutions Investment strategies SMSF advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000223135

Verify on ASIC Register

Authorised Representative Number

000307158

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Chris Kouteris offer?

Chris Kouteris provides comprehensive financial advice, including superannuation advice, insurance, wealth management, and retirement planning. He can help you create a tailored strategy to achieve your financial goals.

What are Chris Kouteris' qualifications and experience?

Chris holds an Advanced Diploma of Financial Services (Financial Planning), a Diploma of Financial Services (Financial Planning), the Certified Financial Planner (CFP) designation, and is an Accredited Listed Product Adviser (ALPA). He has been providing financial advice since 2012.

How does Chris Kouteris approach financial planning?

Chris takes a client-focused approach, starting with understanding your individual circumstances, goals, and risk tolerance. He then develops a personalised financial plan to help you achieve your objectives.

What should I expect during my first meeting with Chris Kouteris?

During your first meeting, you can expect to discuss your financial situation, goals, and any concerns you may have. Chris will explain his services and how he can help you achieve your financial objectives. There is no obligation to proceed after the initial consultation.

Does Chris Kouteris specialise in Self-Managed Superannuation Funds (SMSFs)?

Yes, Chris holds qualifications in Self Managed Superannuation Funds and can provide expert advice on managing your SMSF.

Get in Touch

Contact Chris directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.