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Wholesale Investors
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News | Why being ‘sophisticated’ isn’t always smart for investors

Chris Morcom
Partner/Private Client Adviser
18 Oct 2021

More than 3 million Australians meet the so-called wholesale investor test, which can open up a world of lucrative opportunities. Many of our clients meet this test, which led The Australian Financial Review to interview Chris Morcom for a detailed article regarding ‘sophisticated’ or wholesale investing.  Read the full article here.

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Hewison Private Wealth is a Melbourne based independent financial planning firm. Our financial advisers are highly qualified wealth managers and specialise in self managed super funds (SMSF), financial planning, retirement planning advice and investment portfolio management. If you would like to speak to a financial adviser on how you can secure your financial future please contact us 03 8548 4800, email info@hewison.com.au or visit www.hewison.com.auPlease note: The advice provided above is general information only and individuals should seek specialised advice from a qualified financial advisor. The views in this blog are those of the individual and may not represent the general opinion of the firm. Please contact Hewison Private Wealth for more information.