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Chris Fitzgerald

Senior Financial Adviser at Gow-Gates Group
Intro Book
Experienced financial advisor with expertise in wealth creation, protection, and tax planning.
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Location
Greater Sydney Area, AU
Skills
  • Microsoft Office
  • Microsoft Excel
  • Microsoft Word
  • Powerpoint
  • Outlook
  • Show all
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Bio

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Chris Fitzgerald is a seasoned financial advisor with extensive experience in wealth creation, protection, and tax planning. He holds various professional qualifications, including the FASEA Adviser Qualification and Chartered Accountant. With a strong educational background in accounting and finance, Chris has developed expertise in financial planning, budgeting, and strategic planning. He has worked with various organizations, including National Australia Bank, Westpac, and Gow-Gates Group, providing advice on superannuation, investments, insurance, estate planning, and tax effectiveness. Chris is also skilled in public speaking and has experience in staff management and finance presentations.

Experience

  • Gow-Gates Group
    • Sydney CBD
    • Senior Financial Adviser
      • Dec 2021 - Present
      • Sydney CBD

      Providing Fee for Service Advice for High Net Worth clients on Superannuation, Investments, Insurance, Estate Planning and Tax effectiveness. Development of wealth portfolios, referral sources, advice processes, client communications and training of associates.

  • Jacaranda Financial Planning
    • Sydney CBD
    • Senior adviser
      • Jul 2021 - Nov 2021
      • Sydney CBD

      Providing Wholistic Financial advice to 220 ongoing clients and continued lead referrals.

  • Switzer Financial Group
    • Sydney, Australia
    • Financial Planner
      • Feb 2020 - Jun 2021
      • Sydney, Australia

      Advice for High Net Worth clients on Superannuation, Investments, Insurance, Estate Planning, Entity Structures and Tax effectiveness. Complex advice includes creation of Family Trust, SMSF's, Investment companies and direct share portfolios.Hands on experience in end to end advice process including paraplanning and client presentations.

  • National Australia Bank
    • Australia
    • Banking
    • 700 & Above Employee
    • Financial Planner - Business Protection Specialist
      • Oct 2015 - Feb 2020

      Specialising in Wealth & Income Protection and Estate & Business succession planning for professionals in the Health Industry.

    • Business Protection Specialist
      • Oct 2015 - Feb 2020

    • Financiali Planner - Business Protection Specialist
      • Sep 2015 - Feb 2020

  • AMP Horizons Financial Planning
    • AMP Horizons Financial Planning
    • Financial Planner
      • Jun 2014 - Jul 2015
      • AMP Horizons Financial Planning

      Specialised advice on Wealth creation, Wealth protection, Tax advice, Budgeting, Retirement & Estate planning

  • ipac Financial Planning
    • Finance Manager
      • Aug 2008 - Jun 2013

      Financial Controller for Australia wide advice and wealth management business. Reporting, analysis, Budgeting & expense management. Staff management, training and finance presentations. Business valuations, development of adviser remuneration schemes & product pricing.

  • ING
    • Sydney Area, Australia
    • Finance & Risk Manager
      • Nov 2004 - Jun 2008
      • Sydney Area, Australia

      Reporting, Analysis, commentary and Finance presentations. Budgeting, expense management and negotiation. Business case development, market share analysis & Finance training. Risk & compliance & incident management. Staff management.

  • Westpac
    • Business Analyst
      • Mar 2004 - Oct 2005

      Business case analysis & development. Project modelling, projections and preporting. Funding approval & post implementation analysis.

  • WLM Financial Services Pty Ltd
    • Sydney, Australia
    • Senior Tax Accountant
      • Aug 1996 - Mar 2000
      • Sydney, Australia

      Tax planning, advice and preperation. Management accounts preperation, analysis and commentary

Education

  • 2019 - 2020
    FASEA
    FASEA Adviser Qualification, Financial Advice
  • 2015 - 2015
    Kaplan Professional
    ADFP, Financial Planning
  • 1998 - 2000
    ICAA
    Chartered Accountant, 2000
  • 1993 - 1996
    UNSW
    Bachelor of Commerce, Accounting and Finance
  • 1986 - 1991
    Randwick Boys High
    HSC, Top 4% in State

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Insurance”

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