Christopher Andre
West Coast Representative
Christopher is approaching 30 years’ experience in the Australian finance sector, having started his career with Westpac. Chris very quickly became a leader, assisting his clients to purchase a new home, invest in property, or seeking appropriate advice for superannuation or bespoke investment strategies through a platform he created, FIFO Business Lounge. Christopher’s focus is now to use his skills and experience with Creating Shared Success, working with his clients to ensure he fully understands their immediate needs to help provide solutions that provide peace of mind now and with a view towards a comfortable retirement. Christopher has completed a Diploma of Financial Planning enabling him to provide general advice associated with different investment types as well as those associated with self-managed superannuation funds.
Chris is an general advice specialist operating within a successful financial services business domiciled in WA. He is authorised to provide general advice only for the following financial products:
- Shared equity, which is a combination of products, inclusive of security and debt;
- Superannuation (inclusive of SMSF’);
- Risk and life insurance;
- Managed investment in securities (shares) and property;
- Debentures, stocks, government bonds and on call and term deposit;
- Investor directed portfolio services (platforms); and
- Securities.
*Note advice provided by Chris will be general advice only, which does not take into consideration your personal situation, needs and objectives. You will need to assess the suitability of any products discussed or seek personal advice in relation to your own situation, needs and objectives. Before making any decision to obtain a financial product, you should ensure you have read and understood the product disclosure statement (PDS)
Chris has completed the following qualifications:
- Diploma of Financial Planning, International Institute of Technology, 2019.
- Principles of Self-Managed Superannuation Funds, International Institute of Technology, 2019.
- Diploma of Finance and Mortgage Broking, AAMC, 2013.
Rob Hachey
West Coast Representative
With a quarter of a century in banking, finance and property sales experience, Rob has a formidable level of expertise to share with his clients. Rob holds a Certificate IV in Mortgage Broking, is a Registered Real Estate Agent and has a Diploma in Financial Planning and the Principles of Self-Managed Superannuation Funds enabling him to provide general advice to assist you on a variety of investment opportunities including self-managed super funds. Rob’s career commenced in Canada where he worked in retail banking and finance broking for 14 years before moving to Australia where he has held various senior finance and property positions including Business Development Manager for a significant mortgage broking firm. Rob’s experience extends across all facets of finance and property including refinancing, property investments and wealth strategies.
Rob is a general advice specialist operating within a successful financial services business domiciled in WA. He is authorised to provide general advice only for the following financial products:
- Shared equity, which is a combination of products, inclusive of security and debt;
- Superannuation (inclusive of SMSF’);
- Risk and life insurance;
- Managed investment in securities (shares) and property;
- Debentures, stocks, government bonds and on call and term deposit;
- Investor directed portfolio services (platforms); and
- Securities.
*Note advice provided by Rob will be general advice only, which does not take into consideration your personal situation, needs and objectives. You will need to assess the suitability of any products discussed or seek personal advice in relation to your own situation, needs and objectives. Before making any decision to obtain a financial product, you should ensure you have read and understood the product disclosure statement (PDS)
Rob has completed the following qualifications:
- Certificate IV Finance Broking.
- Diploma of Financial Planning, International Institute of Technology, 2019.
- Principles of Self-Managed Superannuation Funds, International Institute of Technology, 2019.
- Real Estate and Business Sales Representative Certification RR58092. As a registered Real Estate Representative RR58092 Rob may assist buyers or sellers in real estate and related services which he undertakes under the separate and unrelated Real Estate License of Heritage Realty.
