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
Our 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
