"I strive to provide personalised, robust and timely advice that ensures your goals and objectives are met. My focus centres around a tailored solution to your wealth management needs and then communicating this in a clear and transparent manner."
Before joining Morgans Warrnambool, Chris was a valued member of Ord Minnett Melbourne for over 17 years. He delivers a holistic wealth management experience, one that is built on trust and understanding.
Services and specialities
- Portfolio Administration
- Fixed Interest and Cash Management
- Self-Managed Super Funds
- Stockbroking
- Wealth Management
- Investment Advice
Investment Style
Chris specialises in direct equities portfolio construction and management. His investment approach is a blend of both active and passive strategies. Chris aims to build wealth over the medium to long term, however he'll integrate short term tactical views to capitalise on trends or mispricing in current economic or market cycles.
Industry Education & Experience
Qualifications
- Bachelor of Commerce (Economics & Finance), Deakin University, 2004
- Graduate Diploma of Applied Finance, Kaplan, 2009
- Superannuation Accreditation Program, Deakin Prime, 2014
- FPC002B Ethics and Professionalism in Financial Advice, Kaplan, 2020
- Accredited Derivatives Advisers Level 1 , Kaplan, 2008
Approved Competencies
- Generic
- Securities
- Managed Investments
- Margin Lending
- Superannuation
I am employed by SWIS ABN Pty Ltd which operates the business of Morgans Financial Limited - Warrnambool. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.