A city skyline at night with a boat in the water.
Chris Young

Chris Young

AFP® BFin ADFS(FP)
Authorised representative number: 000294648

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

Chris Young's previous roles have included

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.