Chris Morcom has been a Private Client Adviser at Hewison Private Wealth since the year 2000. Therefore, he knows that future thinking comes from planning, perseverance, and patience. In 2020 &2021 Chris was listed as one of Australia’s Top 100 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 a Director and equity partner at Hewison.
Chris also knows that future thinking is not just about personal development, but the improvement of society as a whole. So, Chris has spent years developing tailored investment strategies for not-for-profit boards including objective performance measures and implementation. Chris knows that overall wellbeing comes from a well-rounded lifestyle. So, on any given weekend, you’ll find him tending to his weekender farm, practicing martial arts, and spending time with his family.