Chris Morcom
Hewison Private Wealth
Hi. I’m Chris and I’ve been a Wealth Adviser with independent financial planning firm, Hewison Private Wealth, since 1997. I am also an equity partner of the company.
I have considerable experience and expertise in all facets of financial planning and strategy, investment markets, superannuation and financial management. I am a SMSF Specialist Adviser (SSA®), accredited by the SMSF Association.
Aside from providing financial advice to clients I am dedicated to continuing the professional development of our staff.
And I have a great interest in working with Not for Profit organisations and service providers to deliver superior financial solutions. I have experience in the development of tailored investment policies for Not for Profit boards including objective performance measures and implementation. I strongly believe that we all exist as part of a wider community and am passionate about ways to assist our community in positive and innovative ways.
Outside of work I enjoy spending time with my wife and two children, spendng time at our farm and, when time permits, getting to the beach for a surf.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchOur initial fee for advice is based on the complexity of your situation and the work entailed to provide you advice. Initial advice can generally cost between $3,300 to $5,500 including GST. Our ongoing fees are based on the investments being managed and is subject to a minimum annual amount. Please contact us for a copy of our Financial Services Guide for more detail.
At a glance
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Adviser status
Platinum
- First year providing advice 2003
- Years of experience 22
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Hewison Private Wealth
Level 8, 417 St Kilda RdMelbourne, VIC 3004
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Hewison Private Wealth
AFSL 227185
