About us

SBB Wealth is a Private Wealth Advisory firm dedicated to delivering bespoke Financial Strategy and Investment Advice.

Specialising in High Net Wealth advisory services, SBB Wealth was established when its founders identified the need for high quality professional advisory services in an environment where they saw the quality of strategic advice and the solutions being delivered lacking. Through a collaborative approach to advice, SBB Wealth is able to draw on the expertise of its supporting professional associations to deliver customised advisory solutions focused on delivering control, transparency and results.

 

Dedicated to building long term relationships founded on trust and understanding with each client is at the heart of SBB Wealth’s approach. This empowers clients to navigate their unique financial pathway with the confidence and comfort that comes from having a specialist professional advice team that they trust and that gets them.

Highly qualified specialist advice coupled with industry leading investment solutions enables SBB Wealth to deliver on its goal to deliver confidence, comfort and results.

Meet the team

Chris Railton

Chris Railton

Head of Strategy
Senior Private Wealth Adviser

CFP®, SMSF Specialist Advisor (SSA™), BCOMM (FP & Econ)

Chris is a Certified Financial Planner (CFP) and an SMSF Specialist Adviser (SSA) who commenced working in the Financial Planning industry in 2010 whilst completing his Bachelor’s Degree, majoring in Financial Planning and Economics.

As a financial adviser, Chris’ role is to build trust and develop a deep understanding of his client’s and navigate the best approach. His purpose is helping people pilot their concerns and find a sense of clarity and control. This is achieved through collaboration with other professionals to ensure quality advice is provided, stemming from a wealth of knowledge.

Chris Railton

Aggie Erdosi

Head of Advice
Senior Private Wealth Adviser
BCOM (FP) AFP ® DIP FP

Aggie’s experience in the financial sector first started in 2008, since then she has worked for some of Australia’s largest financial institutions in banking, finance and superannuation across Melbourne and Brisbane. Aggie has a Bachelor’s Degree in Commerce, majoring in Financial Planning. She is also a member of the Financial Planning Association of Australia (FPA).

Aggie’s approach to advice is proactive, taking great pride and care in developing trust and building long lasting relationships with her clients. In her spare time, Aggie is as an Army Reservist.