Summary
Chris Morcom has been a Wealth Adviser at Hewison Private Wealth since the year 2000. Therefore, he knows that future thinking comes from planning, perseverance, and patience. From 2020 – 2024 Chris has been listed as one of Australia’s Top Financial Advisers by The Australian, in conjunction with Barrons, and is a multi-award winner over many years. Chris has achieved the highest level of accreditation, as a Certified Financial Planner (CFP®) and also holds the following qualifications:
Bachelor of Business — Swinburne University of Technology
Diploma of Financial Planning — Deakin University
Awarded the Certified Practicing Accountant, CPA FPS – Financial Planning Specialist
Accredited Self-Managed Super Fund (SMSF) Specialist Adviser (SSA®) — accredited by the SMSF Association of Australia
Chris has considerable experience in investment markets, superannuation, financial management, wealth creation, and all facets of designing bespoke, objective-based financial planning strategies. Chris actively manages and advises an array of clients including Self-Managed Superannuation Funds (SMSF), family groups, not-for-profit organisations, high-income earning individuals, business owners, and those on a pathway to retirement. It’s this comprehensive knowledge and expertise that Chris utilises to build his clients’ financial wealth not only as an Adviser but also as an equity partner at Hewison.
Get in touch with Chris Morcom