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Chris Kraegen
BEc(Fin) DipFS AdvDipFS ADA2
Principal - Sydney Margaret Street/Stockbroker
Successful investing is achieved through experience, analysis and a clear strategy. It is my role to provide these elements in order to create wealth for my clients.
Chris is a senior adviser within the Sydney office. He has been dealing with private clients since 2001. Prior to joining Morgans in 2008, he gained comprehensive experience in banking and financial planning and more recently rounded out his skill base within the treasury and global markets divisions.
Investment Style
Chris strives to grow and preserve wealth for his clients. He does this by combining expertise, quality research and market knowledge. He prides himself on providing superior customer service and selecting the most appropriate asset allocation in line with his clients' investment comfort level.
Services and Specialties
Options and Warrants
Margin Lending and Gearing Strategies
Stockbroking
Fixed Interest and Cash Management
Wealth Management
Superannuation Advice
Qualifications and Professional Affiliations
Ethics and Professional Relationships
TASA and the TPB Code of Professional
Advanced Diploma of Financial Services
Bachelor of Economics (Finance)
Diploma of Financial Services (Financial Markets)
Diploma of Financial Services (Financial Planning)
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Generic
Managed Investments
ASIC Financial Advisers Register
Financial Planning
Derivatives Level 1
FASEA Financial Adviser Exam
Derivatives Level 2
Direct International Equities Trading Adviser
Tax (financial) Adviser
Securities
Margin Lending
Derivatives Level 3
Life Insurance
Superannuation
I am employed by Morgans Sydney Pty Limited which operates the business of Morgans Financial Limited - Sydney - Margaret Street. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Morgans Sydney Pty Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
