Wealth Management

Chrissie Betts
Dip.FS (Financial Planning) BA Marketing & Management (Hons) / Senior Financial Planner
Chrissie realised her passion for financial planning in 2007 and quickly became an expert, particularly in the superannuation fund space. Chrissie takes time to get to know her clients and understand the different facets of their lives, so she can get to the depths of their concerns and goals. Chrissie thrives on keeping up to date with industry changes and understanding complex matters so she can break down and communicate financial strategies in a straightforward manner, enabling her to become her client’s trusted financial guide throughout their journey. Chrissie loves the great outdoors and enjoys a range of sports including cycling, tennis and skiing.
James Taylor
Dip.FS (Financial Planning), B.Bus Economics & Finance / Senior Financial Planner
Listening to and understanding a client’s wants and needs, helping them formulate a financial path forward, and seeing the benefits over time is what it's all about. This is a challenging but ultimately rewarding profession where people place their trust in us, and we work hard to ensure we repay that faith with financial certainty and peace of mind. Obviously we need to stay on top of strategies, products and constant regulatory changes that impact clients, but the key to success is having a deep understanding of the clients ultimate goals, and often helping them understand what their ultimate goals look like. This is achieved through asking the right questions, and actually listening to the answers! The challenge then becomes devising the right strategy for the client and working with them to effectively implement that strategy. Away from work, I’m still thinking about work! When I’m not in the office, I’ll generally be training for some crazy endurance event. Having done the Melbourne Ironman, North Face (50km trail run), Three Peaks (235K bike ride), I’m always on the lookout for the next challenge. If I’m not working or training, I’ll either be having a beer or two, or watching a movie
Wilson Chen
Ad.Dip.Fp, B.Economics & International Studies/Politics / Associate Financial Planner
Wilson Chen joined the Smith Feutrill Wealth Management team in 2016 after studying Economics at the University of Melbourne. Wilson takes great pride in helping his clients understand and ultimately take control of their own finances. He is currently looking to enrol in the CFP program to further his professional development. Out of the office, Wilson is a keen cyclist and enjoys his time outdoors.

Other team members at Smith Feutrill: