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Chris Morcom

Partner & Wealth Adviser
CFP®, CPA(FPS), B.Bus, Dip FP

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.

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.

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