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Christopher Power
BCom(AppFin&FinPlan)
Senior Stockbroker / Investment Adviser
I believe in the benefits of building long-term partnerships by providing carefully considered and objective advice on all investments and strategy to improve your quality of life.
Chris is a senior financial adviser and stockbroker that utilises his interpersonal skills to gain an understanding of your situation, and then applies fundamental and technical analysis to construct an appropriate strategy to meet your specific needs. He believes in building long-term partnerships by providing a wide range of strategies to assist his client’s in achieving their goals now and into the future.
Investment Style
Taking a holistic view of your situation, Chris provides the strategic advice that will provide the roadway to fulfill your personal life goals. Specialising in tax-effective wealth creation (specifically portfolio construction within the superannuation, investment or geared environments), Chris utilises a range of investments, including warrants, direct equities, managed investments, fixed interest and bonds, to maximise all available opportunities.
Services and Specialties
Investment Advice
Stockbroking
Self-Managed Super Funds
Superannuation Advice
Fixed Interest and Cash Management
Margin Lending and Gearing Strategies
Qualifications and Professional Affiliations
Bachelor of Commerce (Applied Finance and Financial Planning)
Ethics and Professional Relationships
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Securities
FASEA Financial Adviser Exam
Derivatives Level 1
Superannuation
ASIC Financial Advisers Register
Tax (financial) Adviser
Direct International Equities Trading Adviser
Financial Planning
Generic
Life Insurance
Margin Lending
Managed Investments
I am employed by Southern Private Wealth Pty Ltd which operates the business of Morgans Financial Limited - Cronulla. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Southern Private Wealth Pty Ltd, I may be entitled to a share of profits.
General Advice Warning: This information is of a general nature only. Any advice included in this email has been prepared without taking into account an individual’s objectives or financial situation. You should consider the appropriateness and obtain specific advice before acting.
