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Wealth Management

Chrissie Betts – Senior Financial Planner, Dip.FS (Financial Planning) BA Marketing & Management (Hons)

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 – Senior Financial Planner, Dip.FS (Financial Planning), B.Bus Economics & Finance

James has over 20 years’ experience in the finance industry, and has an advanced understanding of financial markets, strategies and products.  By asking the right questions, James helps his clients understand what their ultimate goals look like and then works with them to formulate a financial plan to help reach those goals.  When not analysing global financial trends, James can be found training for his next endurance running or cycling event.

Wilson Chen – Associate Financial Planner, Dip.Fp, B.Economics & International Studies/Politics

Wilson Chen joined the Smith Feutrill Wealth Management team in 2016 after studying Economics at the University of Melbourne.  He is currently finalising his studies for his Advanced Diploma of Financial Planning and will look to enrol in the CFP program in the future to further his development.