WHAT IS YOUR IDEAL LIFE ?
ABOUT US
At Platinum Wealth Financial Planning, our advice is personalised to your goals and customised to your individual situation. We take care of the financial essentials, giving you the confidence that you’re making the right decisions with your money, and making meaningful progress towards your goals, year after year.
We work with clients across Australia, with video consultations making it easy to meet from wherever you are, at a time that suits you.
If you’re looking for a Sunshine Coast Financial Adviser, our centrally located office in Mooloolaba provides a convenient place to meet in person. We understand that life doesn’t always fit neatly within regular business hours, which is why appointments outside of 9–5 are often available.
MEET THE TEAM
PRINCIPAL ADVISER
Chris Young
Chris Young is the Director and Licensed Financial Planner at Platinum Wealth Financial Planning. With the latest professional qualifications, extensive experience across the financial services industry, and 10 years working within the banking sector, Chris brings a wealth of knowledge and experience.
Chris is passionate about helping people identify what their own version of an ideal life looks like, and, most importantly, showing them how thoughtful financial planning can help make that vision a reality.
Outside of work, Chris is a happily married father of two daughters who enjoys spending quality time with his family and friends. Chris values genuine connections with others and enjoys making a positive difference in the lives of the people around him.
PARAPLANNER AND SENIOR CLIENT SERVICES OFFICER
Isobelle Young
Izzy is an integral member of our team, supporting the preparation and implementation of tailored financial advice. Currently completing a degree in Financial Planning, Izzy combines strong technical knowledge with a detail-oriented approach to ensure every strategy is accurate, compliant, and most importantly, aligned with our clients’ individual goals.
CLIENT SERVICES OFFICER
Cooper Thompson
Cooper has many years of experience in providing exceptional customer service and is your friendly first point of contact to our office. Cooper's role is to ensure all of our clients administrative needs are attended to and the implementation of any advice is a streamlined process.
WHO DO WE HELP ?
Whilst we would love to help everyone, our services are best suited to those who earn over $140,000 per year, have purchased their first home, and want to make their money work harder for them.
The first step is a free, complimentary initial call where we'll discuss:
- Your current financial position
- What you want to achieve with your money
- What your ideal lifestyle and future look like
We'll then outline our services and how we can help you achieve your financial goals and build the future you envision.