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Chris McSwain

Private Wealth Adviser, Melbourne
 

Address: Level 7, 161 Collins Street, Melbourne VIC

Phone: 03 9649 2400


About Chris

Chris is a Private Wealth Adviser in the Melbourne office for the Shadforth Financial Group.

Chris in his own words

I first became interested in finance during my younger years growing up in Swan Hill, in regional Victoria, through various after-school jobs and competing for my school in the Stockmarket Game.

I have gained experience as a Chartered Accountant at one of the Big 4 firms, and gained further taxation expertise while working within the Finance Department of large companies including Toyota and Colonial Limited.  I joined Shadforth in 2013, having gained private wealth experience at JB Were and as a principal with RI Advice Group.

I enjoy working with a diverse range of clients, including those in the middle of their careers, successful people seeking expert help with their personal finances and those looking to focus on their lifestyle goals and enjoy their accumulated wealth or retirement years.  I thoroughly enjoy hearing client stories and using my experience and technical knowledge to put them in a better position.

Education and experience

Chris holds the following qualifications:

  • Bachelor of Commerce from the University of Melbourne
  • Member, Institute of Chartered Accountants Australian and New Zealand
  • Masters of Business Administration, Melbourne Business School
  • Member of Financial Advice Association Australia (FAAA)

What my clients say...

"Chris is supportive, he listen, is open and honest in assessing our needs, then via mutual l discussion we reach beneficial go ahead strategies to maximise our benefits."

Chris (client since 2016)

"Chris keeps me informed of the current economic outlook, superannuation and investment strategies."

Leanne (client since 2014)

Outside of work

Away from work, Chris enjoys a busy family life and is married with three school-aged children. Chris is a keen runner and has completed the Melbourne and New York marathons, and enjoys spending most weekends on the sidelines at various sporting events supporting the family.

Woman standing with arms crossed

Talk to our team today

Phone: 1800 501 203

Monday - Friday 9:00am - 5:00pm