Chris Bates's Email & Phone Number
Mortgage Broker | MPA Top 10 | Helping families live a fulfilled life by making great property decisions.
Chris Bates's Email Addresses
Chris Bates's Work Experience
Wealthful with Chris Bates
Wealth Coach & Mortgage Broker
June 2014 to Present
Wealthful.
Founder - Mortgage Broker (Financial Adviser 2007-2020)
June 2014 to Present
The Elephant In The Room Property Podcast
Podcast Host
April 2018 to Present
Wealthful.
Financial Adviser
June 2014 to June 2020
Property Planning Australia
Financial Adviser & Mortgage Broker
January 2012 to June 2014
Property Planning Australia
Financial Planner & Mortgage Broker
January 2012 to June 2014
OAK Financial Partners
Financial Adviser
May 2011 to January 2012
FSC Investment Services LTD
Independent Financial Adviser
October 2010 to March 2011
Royal Bank of Scotland
Financial Planning Manager
October 2009 to October 2010
Banco Santander
Financial Adviser
September 2007 to September 2009
Banco Santander
Financial Planning Adviser
September 2007 to September 2009
platinum asset management limited
Investor Services
January 2006 to October 2006
Leenane Templeton Chartered Accountants & Business Advisors
Accountant
January 2005 to January 2006
Wealthful.
Business Owner
Wealthful.
Mortgage Broker
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Chris Bates's Education
University of Western Sydney
January 2012 to January 2013
IIT
January 2011 to January 2011
MFAA
January 2015 to January 2015
Kaplan Professional
January 2015 to January 2015
Kaplan Professional
January 2016 to January 2016
The National Finance Institute
January 2013 to January 2013
IIT
January 2011 to January 2011
IFS School of Finance (UK)
January 2011 to January 2011
CII
January 2007 to January 2008
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Chris Bates's Professional Skills Radar Chart
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Chris Bates's Estimated Salary Range
About Chris Bates's Current Company
Wealthful with Chris Bates
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Frequently Asked Questions about Chris Bates
What company does Chris Bates work for?
Chris Bates works for Wealthful with Chris Bates
What is Chris Bates's role at Wealthful with Chris Bates?
Chris Bates is Wealth Coach & Mortgage Broker
What is Chris Bates's personal email address?
Chris Bates's personal email address is c****[email protected]
What is Chris Bates's business email address?
Chris Bates's business email address is chris.bates@***.***
What is Chris Bates's Phone Number?
Chris Bates's phone (**) *** *** 251
What industry does Chris Bates work in?
Chris Bates works in the Financial Services industry.
About Chris Bates
💼 Past Experience
Chris Bates has a total of 10 years of experience in the mortgage industry, 8 of those years as a financial adviser, 3 years as a mortgage broker, and 2 years as a financial director.From 2007-09-01 to 2009-09-01, Chris Bates was a financial adviser with Banco Santander. At Banco Santander, Chris worked as a mortgage broker. At Banco Santander, Chris managed and consulted on mortgages for a number of different clients, including owner-occupiers,DHFS customers and investors.Previously, Chris Bates was a business owner and financial adviser with Wealthful. From 2005-01-01 to 2006-01-01, Chris Bates was a financial adviser with Leenane Templeton Chartered Accountants & Business Advisors. From 2005-01-01 to 2006-01-01, Chris Bates worked as an accountant with Royal Bank of Scotland. From 2007-09-01 to 2009-09-01, Chris Bates was a financial director at OAK Financial Partners. From 2011-05-01 to 2012-01-01, Chris Bates was a financial adviser with RBS. From 2009-10-01 to 2010-10-01, Chris Bates was a financial adviser with Wealthful. At Wealthful, Chris was responsible for managing the finances of clients, including owner-occupiers,DHFS customers and investors. In addition, Chris Bates was also responsible for providing consulting services to clients, such as advice on property planning and mortgage advice.Since January 1, 2020, Chris Bates has been a Podcast Host at The Elephant in the Room Property Podcast. Chuck has a passion for creating delicious podcast content that connects people with thoughtful, personalized stories about their lives and their love of... property.
🎓 Education
Chris Bates has completed a range of undergraduate and graduate level education including study at the University of Western Sydney where he completed a B.S. in Cities and Regional Planning in 2017. He then completed a Master of Business Administration at theMFAA where he achieved a Position 2 First Class Honours in Business Administration. Chris also completed a Diploma in Educational Leadership and Development with Kaplan Professional who awarded him a position at their Perth office in 2019. Chris Bates is currently a Master Manager with Kaplan Professional and is fully prepared to make a significant contribution to his company and to their customers. He is highly committed to his work and is confident that he will be a valuable asset to his employers. Chris is confident that he has the skills and knowledge to provide great customer service and that he is currently the best candidate to take on any role at Kaplan Professional.
💡 Technical & Interpersonal Skills
Chris Bates is a professional and technical adviser who helps people achieve their financial goals. He has over 10 years of experience in the financial services industry, and has worked in a variety of roles including mortgage broker, financial adviser, and financial planner.During his time working in the mortgageBroker industry, Chris has been involved in a number of different projects, including helping families achieve their financial goals by making great property decisions. Chris has also been involved in the financial planning industry, working as a financial planning adviser at Banco Santander and RBS. He has also been involved in the independent financial adviser sphere, working with FSC Investment Services LTD and Royal Bank of Scotland.As a professional and technical adviser, Chris is skilled in helping people to achieve their financial goals. He is highly experienced in the mortgage broker and financial adviser industries, and is excellent at working with families to find the best way to achieve their needs. He is also highly experienced in the financial planning industry, and is excellent at meeting the needs of individual customers.
Chris Bates’s Personal Email Address, Business Email, and Phone Number
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Chris Bates's Personality Type
Introversion (I), Sensing (S), Feeling (F), Judging (J)
Average Tenure
2 year(s), 0 month(s)
Chris Bates's Willingness to Change Jobs
Unlikely
Likely
Open to opportunity?
There's 92% chance that Chris Bates is seeking for new opportunities
Chris Bates's Social Media Links
/in/christopherbates www.canopyprivate.com.au