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ASSOCIATE ADVISER / SWANS FAN

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Chris Villegas

Associate Adviser

Chris is a multiskilled Associate Adviser! This means he is able to provide expertise across many areas ranging from investments, superannuation, insurance, strategic advice, compliance guidance and protection to advisers and staff internally as well as to clients.

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About Chris

As an Associate Adviser for Altus Financial, Chris works with clients and our advisers to develop financial strategies. He also assists with analysing clients’ existing situation including their investments, superannuation, personal and business insurances and ensuring these meet our clients’ goals.

For our Wealth Management clients, Chris is the main point of contact, helping them to understand their financial strategies or providing guidance and assistance to their needs. Chris also works closely with the team to provide support through mentoring and training staff sharing his knowledge to help develop the skills and knowledge team members.

Chris has strong ethical values; he ensures that the advice provided to clients is not only compliant but also in the client's best interest ensuring they can achieve their financial goal and objectives.

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CHRIS' FEATURED CONTENT

Resources

Wealth, Investments - 4 min read

Having extra money left in your bank account each month may be a sign that you can invest more for your retirement, and that’s great news! Perhaps you...

Wealth - 4 min read

Each generation has its unique financial challenges, but there’s excellent news for Millennials: time is on your side. Even if you’ve made mistakes al...

Prospective Business Owner - Succession Checklist

Make sure you’re on the right track with this online checklist.

Business Owner - Succession Checklist_Resources