Chris Herdman, BFinPlan FChFP AFA Registered Tax (Financial) Adviser

Chris is a salaried Mater employee who understands the needs of Mercy Super members and their spouses. He also understands that everyone is on a different financial journey and tailors’ strategies to meet their individual goals to provide enhanced outcomes. He prides himself on building strong connections with his clients while delivering a rewarding experience.

He’ll work with you to gain an understanding of your personal circumstances, including your financial commitments and lifestyle expectations to provide tailored advice in the following areas:
Superannuation advice including investment strategy, consolidation advice, contribution strategies, beneficiaries and insurance arrangements

• Wealth protection including personal insurances held inside or outside of Super – Life, Total Permanent Disablement, Income Protection, Trauma Cover & Child Cover
• Wealth creation including investment advice, education bonds, investment bonds, managed funds, tax effective structures and modelling forward projections
• Debt management and debt recycling strategies
• Retirement planning (preparing, entering and living in retirement) including Centrelink modelling

Chris has been in the financial planning industry since 2013. He holds a Bachelor of Financial Planning through Central Queensland University and holds an AFA Fellow Chartered Financial Practitioner professional designation. Chris is specialised in both Wealth Accumulation and Retirement Planning, and enjoys assisting clients with all facets of superannuation, wealth management and personal risk advice.

Why choose a Mercy Super adviser?

Mercy Super believes that quality advice should be available to everyone. It should be both accessible and affordable.

We also believe that it’s the small steps you take along the way that can make a big difference to your financial future. Our team of advisers are here to help you make those steps, no matter how simple or complex your needs.

Is there a cost for Chris’ advice?

The cost for the initial appointment is covered by the business which provides you with the opportunity to understand the value of advice and how our services can enhance your financial objectives.

After understanding your objectives, scope of advice and the time involved to provide the services, we will provide you with the advice fee allowing you to make an informed to decision to partner with us on your financial journey. We don’t accept any commissions or incentives for the advice we provide from any product providers allowing full transparency.