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Adviser Profile

Christopher Yena

Warringal Financial Services

Chris is a qualified engineer and has been involved in the financial services industry for over 25 years. He is a highly qualified financial adviser and for 15 years held senior management positions within 'Blue Chip' distribution networks with a business consulting and coaching focus. Chris has attended and completed the Stanford Executive Program, an accelerated program in innovation and leadership to shape the global business leaders of today and tomorrow. 

 

Specialities

  • Retirement Planning
  • Non-super Investments
  • Wealth Creation
  • Direct Equities
  • Business Insurance
  • Debt Management
  • Superannuation
  • Self-Managed Super Funds
  • Aged Care Advice
  • Personal Insurance
  • Estate Planning
  • Centrelink Advice

Indicative fee

Advice is provided on a fee for service basis depending on the complexity of the advice required, with fees starting at $3,500. For advice provided that is related to your Sunsuper account, you may be able to pay via a deduction from your Sunsuper balance.

Address

Suite 2, 17 Burgundy Street, Heidelberg, VIC 3084, Melbourne

Office Hours

Monday to Friday: 8:30am - 5:00pm



Christopher Yena is a representative of GWM Adviser Services AFSL No. 230 692 ABN 96 002 071 749 and can be found on ASIC’s Financial Advisers Register. Profiles are provided by National Advice Panel planners. More information about each planner, including services they offer, remuneration, any potential conflicts of interest, and dispute resolution, are set out in their own Financial Services Guide(s). Sunsuper does not receive or pay any referral fees to these planners. The National Advice Panel planners are not employed by Sunsuper, and Sunsuper is not responsible for the advice provided by these planners.