Chris Humphrey

Humphrey Partners Private Wealth

Gold
14 Yrs Experience
Spring Hill, QLD 4000
Chris Humphrey, B.com., CPA, GDip.FP -  is the Principal of  Humphrey Partners Private Wealth Management. Prior to establishing Humphrey Partners in 2008, Chris spent close to a decade abroad, working for large investment banks in the UK, Germany and South East Asia, with a focus on equities (stocks). Whilst in the UK, Chris completed a Graduate Diploma of Financial Planning through Finsia (now Kaplan Business School). It was at this time that the early seeds of owning a wealth management business in Brisbane began. Today, Chris provides specialised advice for a diverse client base, all of whom hold him in the highest of regards for both his professionalism and his ability. Chris' background in investment banking together with his tax and superannuation knowledge and his passion for estate planning enables him to provide a unique and holistic financial planning experience for his clients. Further information on Chris and his background can be found Here.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 6
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Humphrey Partners Private Wealth

Suite 12, 220 Boundary Street
Spring Hill, QLD 4000

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Radius Wealth Pty Ltd

AFSL 530266

5.00
6 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—6 of 6

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5.00

"Highly recommended. I'm very pleased to have switched to Chris. He possesses great knowledge and the ability to explain things in a simple way. He puts his customers first, instead of other advisers I've previously had that put themselves before he client."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My wife and I have been a client of Chris Humphrey for over 5 years now. He is very knowledgeable and his guidance through many financial matters has been invaluable. His personal attention to our financial future is both reassuring and his greatest strength."

  • Insurance Protection
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Great guys, very trustworthy"

  • Insurance Protection
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chris continues to impress me with his vast industry knowledge and his ability to convey complex financial solutions in an easy to comprehend manner. Chris is a pleasure to work with and I could not recommend him any higher."

  • Superannuation
  • Insurance Protection
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am very satisfied and impressed with Chris Humphrey"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2008

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
The University of Queensland (UQ)
Completed
1994

Professional Memberships

Certified Practising Accountants Australia (CPA)

Membership type
Associate

SMSF Association (SMSF)

Membership type
Associate
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