About Us

At Chris Humphrey Private Wealth Management we operate on a fee for service model. Our fee model allows clients to choose the amount of service and financial advice they require. In essence it is a user pay approach, because we do not assume the more money you have the more financial advice you need.

We split our investment advice (and associated portfolio management) from financial advice.  This allows us to charge clients who just want investment advice solely for investment advice and clients who just want financial advice for financial advice only.

Your assurance of quality - CPA Financial Planner and Public Practice

Chris Humphrey Private Wealth Management holds a CPA Public Practice License dedicated to providing financial planning services. Moreover its Principal, Chris Humphrey is a CPA Financial Planner.

By dealing with an approved CPA Practitioner, CPA Australia endeavour to assure you, the consumer, are protected in a number of ways.

CPA Practitioners:

• hold a Public Practice Certificate
• engage in continuing professional development
• hold professional indemnity insurance
• have appropriate risk management strategies incorporated within their practice
• undertake independent, ongoing quality control
• are subject to appropriate complaints and disciplinary procedures