Chris Humphrey was proudly born and raised in Brisbane, Australia. Following his formative schooling, he completed a Bachelor of Commerce at the University of Queensland (St. Lucia) and went on to work in Chartered Accounting firms where he laid the foundations of his tax, accounting and superannuation knowledge. It was at this time he became a qualified Certified Practising Accountant (CPA).
In 1999, Chris travelled overseas. He spent close to a decade abroad, working for large investment banks in the UK, Germany and South East Asia, with a focus on equities (stocks). Whilst in the UK, Chris completed a Graduate Diploma of Financial Planning through Finsia (now Kaplan Business School). It was at this time that the early seeds of owning a wealth management business in Brisbane began.
Today, Chris is an Authorised Representative (No. 328437) of Hunter Green (Australian Financial Services Licence 225962). Chris’ background in investment banking, together with his tax and superannuation knowledge and his passion for estate planning enables him to provide a unique and holistic financial planning experience for his clients.
Chris is a:
- CPA financial planner
- an SMSF Specialist Advisor™
- a Queensland State Chapter committee member of the Self Managed Superannuation Fund Association
- director of Humphrey Taxation Services Pty Ltd
He is able to provide financial advice and services on the following classes of financial products:
- Financial Planning;
- Superannuation and Retirement Savings Account;
- Managed Investments;
- Life Insurance and Risk Insurance Products;
- Tax Effective Investment(s);
- Deposit and Non-Cash Payments Products;
- Managed Discretionary Account Services; and
- Margin Lending.
" I contacted Chris Humphrey Private Wealth Management through a website enquiry seeking professional advice including a life insurance review. Chris took the time to fully understand my financial position, goals and needs to provide me with timely, relevant and easy to understand personal advice. This allowed me to make an informed decision about the types of insurance I really needed, my appropriate levels of cover and how to structure my cover to get the best value for my money."