Christopher Upton
Director and Senior Financial Planner
MFinPlan, GradDipFinPlan
Chris helps individuals and families make confident decisions about their financial and lifestyle goals, with expert advice and a genuine passion for making a difference.
Since 2010, Chris has worked in financial planning and become a registered adviser in 2013. Ever since, he’s helped clients navigate wealth creation, retirement planning, and long-term financial confidence, with clients particularly valuing his thoughtful and proactive approach.
Chris’ career began in retail banking in the early 2000s, where he discovered a genuine passion for supporting people in achieving their financial goals. That fulfilment led him to pursue a Master’s in Financial Planning, which he completed in 2019.
To Chris, great financial advice is about understanding his client’s unique lifestyle, aspirations, and values. He’ll always be there to help individuals and families move from where they are now to where they want to be.
Outside work, Chris is a husband and dad of three, including twins! In summer you will find them all at Merewether Baths. One day, Chris hopes to take his family to Wisconsin to watch the Green Bay Packers.
If you’d like to start your “one day” journey today, book a chat to explore your options and make intentional choices that are right for you.
~ Benjamin Franklin
