Chris Kapetanovic – Client Services Manager

Chris derives great satisfaction from helping clients achieve their lifestyle and financial goals, liaising with them directly on a day-to-day basis to assist with any queries that may arise.

Having worked in the financial advice industry since 2014, Chris has gained valuable knowledge across superannuation, retirement planning, investments, and risk insurance for a varied client base, from wealth accumulators to retirees.

Chris prides himself on having a high attention to detail and being responsive to ensure an enjoyable client experience, whilst building lasting relationships with clients, their Private Wealth Managers and relevant third parties.

Chris is an avid supporter of the Melbourne Football Club and is passionate about travelling to gain new experiences.

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