Hi. I’m Chris and I’ve been a Private Client Adviser with independent financial planning firm, Hewison Private Wealth, since 1997. I am also an equity partner and a Director 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, gardening (particularly growing vegetables), improving my martial arts skills and, when time permits, getting to the beach for a surf.
Chris’ Qualifications & Accreditations
- Bachelor of Business: Swinburne University of Technology
- Diploma of Financial Planning: Deakin University
- Awarded the Certified Practicing Accountant (CPA FPS – Financial Planning Specialist)
- Certified Financial Planner (post graduate CFP® professional designation)
- Accredited Self Managed Super Fund (SMSF) Specialist Adviser (SSA®) – accredited by the Self-Managed Super Fund Professionals Association of Australia (SPAA®)
Chris’ Industry Awards
- SMSF Adviser of the Year (finalist): iFA Excellence Awards 2017 & 2018
- 'Editors Choice Award': SMF Accounting & Adviser Awards 2017
- SMSF Adviser of the Year (winner): iFA Excellence Awards: 2015 and 2016
- Top 10 advisers in Australia listed by Australian Financial Review Smart Investors Master class 2012 and named in the top 50 honour roll in 2010, 2011 and 2013.
- Top 20 in the Wealth Professional Magazines chart of the Top 50 Financial Advisers in Australia for 2012.
Hewison Private Wealth – the company
We think we are one of the best independent financial planners, investment advisers and wealth creation firms in Australia. But don’t just take our word for it…
- “Boutique Firm of the Year” (finalist) at the Independent Financial Adviser (iFA) Awards: 2018, 2017, 2015 and 2016. And we won the award outright in 2014.
The Independent Financial Adviser Awards celebrates best practice in the provision of financial advice and business acumen of Australia’s independent financial advice sector. They are the only industry awards in Australia that are dedicated exclusively to boutique and non-aligned / independent financial advisers.
- Highly Commended for ‘Best Private Wealth Manager’: 2016 Financial Review Smart Investor Blue Ribbon Awards. We were the only private wealth firm to receive this commendation
- Plus, Hewison Private Wealth Private Client Advisers – Chris Morcom, Glenn Fairbairn, Nathan Lear and Simon Curtain were all individual financial adviser finalists at the 2018 Independent Financial Adviser Awards and/or SMSF Adviser Awards 2017