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Chris Kozaris
BEc FFin CFP®
Executive Partner Morgans Brighton
"As a trusted adviser, I recognise that clients come to Morgans Brighton seeking both investment opportunities, financial guidance and long term stability in their wealth affairs. I deliver a premium service to clients with diligence and integrity, alongside sophisticated solutions to help achieve lifestyle and financial goals."
Chris has worked in the financial services industry since 1993 and has been directly advising and managing clients’ money since 1995. People entrust Chris with their wealth and future security. It takes knowledge, passion and commitment to ensure he delivers the outcomes his clients are looking for.
Investment Style
As a Certified Financial Planner, Chris offers his decades of expertise to clients seeking personalised advice on investment selection, tax strategies, portfolio management and overall financial planning. Chris is conservative by nature but believes taking calculated risks can deliver superior returns and rewards to clients.
Services and Specialties
Retirement and Estate Planning
Stockbroking
Fixed Interest and Cash Management
Self-Managed Super Funds
Wealth Management
Investment Advice
Qualifications and Professional Affiliations
Financial Adviser Standards and Ethics Authority Industry Exam
Series 7
Graduate Diploma of Applied Finance & Investment
Ethics and Professional Relationships
Bachelor of Economics
Associations
Certified Financial Planner (CFP)
Fellow of the Financial Services Institute of Australasia
Competencies
Tax (financial) Adviser
Superannuation
ASIC Financial Advisers Register
FASEA Financial Adviser Exam
Life Insurance
Managed Investments
Direct International Equities Trading Adviser
Securities
Financial Planning
Generic
Margin Lending
I am a partner of Antaeus Investment Trading Pty Ltd which operates the business of Morgans Financial Limited - Brighton. My employer remunerates me by way of salary. As a shareholder of Antaeus Investment Trading Pty Ltd, I may be entitled to a share of profits. As a Partner of Antaeus Investment Trading Pty Ltd, I will be entitled to a share of profits.
