Lifestyle Financial Services Pty Ltd (ABN 85 065 161 391) is a Corporate Authorised Representative of Fortnum Private Wealth Limited, ABN 54 139 889 535, AFSL 357306 (“Fortnum”).
Kris joined Lifestyle as a Client Services Manager in the Workplace Benefits Team in early 2021. Prior to joining Lifestyle, Kris had been a Client Services Officer with Aware Super for nearly 3 years, had worked with the Commonwealth Bank as an AML/CTF Analyst in Group Security and also in the Open Advice Review project (OAR) in Wealth Management. In addition, Kris has also worked as an account manager for a corporate IT reseller.
Kris is passionate about providing a high level of support to Lifestyle’s corporate advisers and is excited to be a part of the Workplace Benefits Team. Kris firmly believes in the value of education in super; in providing the employees of our corporate clients with the support and confidence for the betterment of their long-term financial wellbeing.
Kris completed his bachelor’s degree in Financial Advising (majoring in Accounting) at Western Sydney University in 2015. During his time in university, he was awarded for his efforts via the Dean’s Merit List for being in the top 15% of the university was admitted into the Golden Key Honour Society. His long-term goal is to become a financial adviser.
Outside of work, Kris enjoys spending time with his wife and (very) cheeky daughter on the northern beaches. Aside from family time, Kris relishes in connecting with friends, following various team sports and is a tragic Parramatta Eels fan.