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PKF Australia

Accountants and Business Advisers

Chris Davis

Chris Davis

Financial Adviser

Professional Experience

Chris is an experienced financial adviser and has been an integral part of the Wealth Creation team for the past 11 years, becoming a shareholder in 2009.

Since completing his Bachelor of Commerce in 1997, Chris has held various positions within the financial services arena in both Sydney and Newcastle, including working in many facets of commercial, equipment and personal finance.

Now based in Newcastle, one of the keys to Chris’ expertise and approach is his understanding of each clients’ individual needs. He is passionate about helping his clients reach their personal and business goals.

As part of seeing his clients grow their wealth to gain financial freedom, he is committed to ensuring that they have appropriate insurance covers to protect their wealth and live their Future of Choice.

Chris has a love for surfing and enjoys spending time at the beach with his wife and three young children.

He is a proud member of the Merewether Surfboard Club and the Hunter Business Board Riders Committee who continue to raise money for various charities throughout the Hunter Valley.

Professional Snapshot

ASIC Authorised Representative number: 321627

Authorised under licence by Securitor to provide Financial Services and advice relating to:

  • Managed investments
  • Superannuation
  • Personal insurance
  • Self Managed Super Funds – investment advice only (including advice to establish an SMSF)

Not authorised to provide advice, services or products (but can provide a referral) in:

  • Mortgage broking
  • Finance broking

Get in touch

For more information on how our services can help your business get in touch.

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