Chris Macdonald

alt
BCom DipFinMkt

Authorised Representative: 000314010

Principal/Investment Adviser

"I provide objective advice based on informed analysis, prudent judgement and diligent effort."

Chris joined Morgans in 2007 after a successful career developing and managing businesses. Chris focusses on portfolio advising and management, with funds under advice of over $300m. Working in conjunction with Morgans Corporate Department, Chris has been able to assist over 200 listed and unlisted companies raise capital since 2007. Chris has Bachelor of Commerce from Macquarie University and a Diploma in Financial Markets from FINSIA.

Services and specialities

  • Portfolio Administration
  • Stockbroking
  • Wealth Management

Investment Style

Chris specialises in providing stockbroking services, including the compilation, execution and monitoring of share portfolios. Chris also actively manages the portfolios of high net worth individuals, to ensure their investment needs are met. Chris also advises sophisticated clients on capital raisings, IPO’s and share transactions. He has a strong interest and knowledge base in the mining, technology and healthcare sectors.

Industry Education & Experience

Qualifications
  • Bachelor of Commerce (Marketing & Economics), Macquarie University, 1996
  • Diploma in Financial Markets, Finsia, 2007
  • Ethics and Professional Relationships, QUT, 2020
Professional Associations
  • Tax (Financial) Adviser
Approved Competencies
  • Generic
  • Managed Investments
  • Margin Lending
  • Securities
I am employed by Northside Wealth Pty Ltd which operates the business of Morgans Financial Limited - Chatswood. My employer remunerates me as your adviser by way of salary. As a Director and shareholder of Northside Wealth Pty Ltd, I may be entitled to a share of profits. I am also a shareholder of North Shore Financial Pty Ltd which operates the business of Morgans Financial Limited - Mona Vale. As a shareholder, I will be entitled to a percentage of fees and share of profits.