Chris Andersen – Financial Adviser
“I want to make a difference by ensuring everyone I meet with has a better understanding of their financial and lifestyle situation, with a focus on what’s important to them. I want to empower clients to make the changes required to get the most out of life.”
Chris has been a financial adviser with Invest Blue for overa decade. Prior to that he gained experience in accounting and management roles, resulting in more than 15 years’ experience within the business and financial services industry.
Chris is a proud Gladstone local, having grown up in Boyne Island. He is passionate about enabling his clients to have a better understanding of their financial situation and how to achieve their goals, believing this allows them to dream bigger and really see that it’s possible.
Chris is a firm believer that community organisations play a large part in bringing a community together. His involvement through school and club based rugby league and the Gladstone Aquatic Therapy Association, among other things, help Chris feel he is giving back to a region that offers so much.
Chris enjoys music, sport and loves nothing better than good food shared amongst family and friends. Whilst he and his wife enjoy travel, you will usually find them relaxing down at the beach at Tannum or Agnes.
Areas of specialisation
- Wealth creation strategies
- Debt and cash-flow management
- Personal wealth protection
- Transition to retirement strategies
- Retirement planning strategies
- Lending solutions
- Self Managed Super Funds
Memberships
- Financial Planning Association of Australia
- AMP Financial Planners Association
Qualifications and Professional Accreditations
- Graduate Diploma of Financial Services (Financial Planning)
- Undertaking Master of Financial Services (Financial Planning)
- Most Trusted Adviser designation; Beddoes Institute
- Most Trusted Adviser 2023
