Chris Forrest - Esencia

Chris is a highly experienced financial and investment adviser.

Chris has a Bachelor of Economics and Graduate Diploma in Financial Planning and he is a Certified Financial Planner. He has specialist accreditations in the areas of self-managed super funds and derivatives. He has been involved in financial planning and wealth management since 1997.

Chris began his career in banking whilst studying full time gaining experience in lending followed by foreign exchange with one of the world’s leading banks. A career in financial planning ensued with roles in a leading boutique and some of Australia’s leading financial services and investment banks. Chris was one of the founding partners of Sovereign Wealth Partners prior to merging to form Esencia Wealth.

A deep understanding of capital markets enables Chris to provide insights and structure portfolios to meet client objectives. Skills encompass investment management, financial planning, trusts, estates and philanthropy.

With strong industry background, Chris’ role is primarily to look after a select group of clients as well as support and advise Team members.

Chris is a husband and father of two and enjoys spending time with his family, watching sports and when time allows, SCUBA diving around Sydney. He also plays guitar and dreams of performing with his musically inclined children.

Area of Expertise

Qualifications & Memberships

Outside Work

More about

Who is someone you admire?

What’s the best piece of advice you’ve ever received?

Subscribe for Updates