Christopher Tao

Christopher Tao
Analyst Client Services

“When looking at solutions for our clients, it is important to identify their actual needs, concerns and priorities. With an emphasis on creating a powerful perception of valuable outcomes and benefits, rather than features, process and costs.”

Chris has been in the Financial Planning industry for over 5 years. Chris is qualified with a Bachelor of Business majoring in Accounting, Banking and Finance and has a Diploma of Financial Planning. He has been at BG Private Clients since 2016 as an Analyst Client Services.

Chris works closely with financial advisers in developing a comprehensive planning process and identifies strategies that are tuned to provide our clients with confidence that they are on track to achieving their specific goals. His focus is on achieving the best outcome for our clients based on thorough investment research and strong technical skills. He has a strong attention to detail and is dedicated to helping our clients keep on track during their financial planning journey.

In his spare time, Chris is an avid soccer fan and likes to keep fit by going to the gym. He also enjoys cooking and spending time with his family and friends.

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This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs.

All services are provided as a Corporate Authorised Representative of BG Wealth Management Pty Ltd, ABN 14 127 520 558, AFSL 496348.

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Financial Planning Services provided as an authorised representative of Count Financial Limited ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited. Count advisers are authorised representatives of Count. www.count.com.au

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