Our Team

Christopher D’Cruz
Partner, Private Client Adviser

With over 20 years of experience in the industry, Chris takes a holistic approach to financial planning, addressing his clients' financial and risk needs across both personal and business areas. His expertise spans asset management, superannuation, and personal finance, ensuring that each plan is tailored to his clients' unique goals.

As an Accredited Mortgage Consultant, Chris has been providing expert home loan advice for over 15 years, guiding clients from initial application through to settlement.

A real people person, he is deeply passionate about his work and firmly believes financial planning is about delivering results that help his clients achieve their lifestyle goals and secure their future.

Out of the office, he enjoys staying active through sports and cherishes quality time with his family and friends.

Accreditations
  • Bachelor of Economics
  • Advanced Diploma of Financial Planning
  • Diploma of Finance and Mortgage Broking Management
  • Ethics and Professionalism in Financial Advice
  • Certificate IV Financial Services (Finance/Mortgage Broking)
  • Specialist accreditation Accredited Listed Product Adviser (ALPA)
  • Specialist accreditation in SMSF
  • Certified Financial Planner (CFP)®
Memberships
  • Financial Advice Association of Australia (FAAA)
  • Mortgage & Finance Association of Australia (MFAA)
Connect

Your adviser is based at our Parramatta office