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Chris Villegas

Advice & Compliance Manager

Chris is a multiskilled Advice & Compliance Manager! 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.

BIO

About Chris

As an Advice & Compliance Manager 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.

C
CHRIS' FEATURED CONTENT

Resources

Wealth, Super, Investments - 9 min read

Welcome back everyone. In the sixth and final part of my blog series, I want to discuss something that affects all of our financial journeys: Superann...

At any stage of life, the ultimate goal of investment is to minimise risk and maximise return. Right? 'I suppose, but it's easier said than done.', yo...

Prospective Business Owner - Succession Checklist

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

Business Owner - Succession Checklist_Resources