Christopher Jones

Chris Final 2024

Christopher Jones

Financial Advisor

Sydney born and bred and Hills resident since 1997, Chris Jones is married to Kirrily and they have three daughters. He has a wide range of interests including sports, comedy, food and faith. His first boss and mentor in financial planning embedded the timeless principle, “people don’t care how much you know till they know how much you care”.

Experience

Chris began financial planning in 1997, providing retirement planning and holistic advice to thousands of people.

His experience includes over 15 years as senior adviser at StatePlus/Aware (formerly State Super Financial Services).  This included Public sector salary packaging, redundancy and super arrangements (e.g. SASS, Aware).

  • Rated one of the Top Two Financial Planners in Australia by AFR Smart Investor Masterclass in 2012.
  • Economics (Social Sciences) Honours degree
  • Diploma of Financial Planning and Masters in Commerce (Financial Planning)
Credentials
Rated one of the Top Two Financial Planners in Australia by AFR Smart Investor Masterclass in 2012. Following his Economics (Social Sciences) Honours degree at Sydney University in the mid 1990's, he completed a Diploma of Financial Planning and Masters in Commerce (Financial Planning), and is a long-time Certified Financial Planner® professional.
Retirement and superannuation specialist
Have managed over $300m of client portfolios, across super, pensions and managed funds. Proficient in Centrelink and tax strategies.
Public sector specialist
  • Super schemes including Aware, SASS and SSS
  • Salary packaging and redundancies.
TESTIMONIALS

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