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Chris Herdman

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Chris Herdman

Principal Adviser

DipSustLiv, FAAA, BFinPlan, FChFP, MFinPlan

Chris has been in the financial planning industry since 2013 and holds a Bachelor of Financial Planning and an AFA Fellow Chartered Financial Practitioner professional designation. Chris specialises in both Wealth Accumulation and Retirement Planning, and enjoys assisting clients with all facets of superannuation, wealth management and personal risk advice.

Chris understands that everyone is on a different financial journey and tailors strategies to meet his client’s individual goals, in order to provide enhanced outcomes. He prides himself on building strong connections with clients while delivery a rewarding experience.

As a financial adviser, Chris not only takes the time to educate clients to make informed decisions, but to instil confidence to allow them to take actions towards reaching their financial freedom.

E: chris@wealtharchitects.com.au
M:  0405 736 837

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Locations

Wealth Architects Brisbane City Level 10, 100 Edward Street Brisbane Qld 4000

Wealth Architects Nerang Earle House, Level 1/39-41 Price Street, Nerang QLD 4211

My Advice Specialties

Tax-Minimisation

Ownership structuring and tax optimisation

Retirement

Life, TPD, trauma and income protection

Investment

Business keyperson insurance

Estate equalisation and family security

See what our clients say:

Bonnie
BonnieClient of Wealth Architects Brisbane North
I would highly recommend Katrina Robbins and her team to anyone who wants to achieve a secure financial future for themselves and their families. Katrina is dedicated, reliable and knowledgeable. She demonstrates great insights into the Australian and International financial markets. Her financial advice has always been professional, well-considered and evidence-based. I would not have achieved my financial goals without Katrina's expertise and guidance.
Alan
AlanClient of Wealth Architects Melbourne
We've been dealing with Kim Siauw and his team from Wealth Architects for over 5 years. We've always received excellent service, advice, and communication. Kim and the team always take on board our needs and concerns, and provide excellent explanations and unbiased information. Highly recommended.
David
DavidClient of Wealth Architects Melbourne
We have been dealing with Wealth Architects for many years now and have found Kim and his team to be excellent. Always approachable, great advice and explanations allowing us to improve our portfolio. I have no hesitation in recommending Wealth Architects to look after your financial needs.

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