Chris Young
AFP® BFin ADFS(FP)
Financial Adviser
I am supported by a team of professional finance specialists. This unique team approach ensures you receive the best advice for every part of your financial plan.
With more than 15 years experience in the financial planning industry, Chris has developed a comprehensive range of skills that takes the difficulty out of planning for your future, whether this be identifying your financial goals or developing the solution to get you where you want to be. Chris specialises in aged care, retirement planning and personal risk protection advice.
Investment Style
Chris adheres to a disciplined investment framework using a broad network of quality investment and economic information. He will explain investments to you simply and provide confidence by delivering sound investment strategies tailored to your personal goals and risk profile.
Services and Specialties
Aged Care
Financial Planning
Personal Insurance
Retirement and Estate Planning
Stockbroking
Superannuation Advice
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Accredited Aged Care Professional™
Advanced Diploma of Financial Services (Financial Planning)
Bachelor of Finance
Advanced Diploma in Accounting
Associations
Member of the Financial Advice Association Australia (FAAA)
Competencies
Financial Planning
Generic
Life Insurance
Managed Investments
Margin Lending
Securities
Superannuation
I am a partner of Mid Coast Money Management Pty Ltd which operates the business of Morgans Financial Limited - Port Macquarie. My employer remunerates me by way of salary. As a shareholder of Mid Coast Money Management Pty Ltd, I may be entitled to a share of profits. As a Partner of Mid Coast Money Management Pty Ltd, I will be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
I am an employee and Partner (shareholder) of Mid Coast Money Management Pty Ltd which operates the business of Morgans Financial Limited - Port Macquarie. I am remunerated as your adviser by way of salary and I am eligible to participate in a bonus scheme depending upon performance. As a shareholder I may be entitled to a share of profits.
