"I consider your needs as a whole and aim to provide comprehensive equity advice with a focus on total shareholder return."
Chris recommenced with Morgans in 2010 after joining the firm in 2003. Chris spent 3 years in London from 2006, working for one of Europe's largest hedge funds (Brevan Howard), before becoming an Associate Director at RBS dealing in Australian Equities. In this role, Chris serviced Institutional clients based in Europe and the UK before returning home in 2010.
Services and specialities
- Wealth Management
- Self Managed Super Funds
- Superannuation Advice
- Margin Lending and Gearing Strategies
- Philanthropic Services
Chris is focused on creating long term portfolios from companies within the ASX Top 300. His emphasis is on selecting companies that have a healthy dividend yield and strong earnings growth.
Industry Education & Experience
- 924 Superannuation & Skills, Kaplan, 2013
- Bachelor of Business, QUT, 2002
- Graduate Diploma of Applied Finance & Investment, Securities Institute of Australia, 2005
- Member of Stockbrokers and Financial Advisers Association (MeSAFAA)
- Tax (Financial) Adviser
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me as your adviser by way of percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
- Derivatives Level 1
- Managed Investments
- Margin Lending