Chris Ogilvie – Head of Wealth Management, Financial Adviser, CFP
“Working with my clients and helping them live their best life is my core focus. Truly understanding what their needs, hopes and dreams are, then providing strategies and implementing solutions to make it all possible is what financial planning is all about to me”
Chris has been a financial planner since 1999. He started out on his financial planning career working with his father Keith in what became Cornerstone Financial Group – a highly successful, award winning financial planning business.
Chris is a Director of Invest Blue and has been actively involved in the financial planning profession being a past Chairman of the AMPFPA, of which he is a life member. Chris is passionate about helping clients live their best possible life and believes smart financial decision making is central to achieving this goal.
Aside from a busy professional life, Chris loves spending quality time with family and friends. He loves travelling, live music, trying to keep a respectable golf handicap and following most sports played with a ball.
Memberships
- AMP Financial Planners Association
Qualifications
- Certified Financial Planner
- Diploma of Financial Planning
- Bachelor of Economics
- Justice of the Peace
- SMSF Specialist Adviser with SPAA
- Most Trusted Adviser designation; Beddoes Institute
- Most Trusted Adviser 2023
