Chris Humphrey
Chris Humphrey was proudly born and raised in Brisbane, Australia. Chris 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).
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 and equity derivatives. Whilst living 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 Radius Wealth (Australian Financial Services Licence 530266). 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:
- A Certified Practising Accountant
- CPA financial planner
- an SMSF Specialist Advisor™
- Director of The Tax Tribe Pty Ltd
- Director of The Investment Committee Pty Ltd
Chris is able to provide financial advice and services on the following classes of financial products:
- Financial Planning;
- Superannuation and Retirement Savings Account;
- Securities;
- Managed Investments;
- Life Insurance and Risk Insurance Products;
- Tax Effective Investment(s);
- Deposit and Non-Cash Payments Products; and
- Margin Lending.
"Since engaging Chris Humphrey, I have benefited from his comprehensive financial, investment and tax knowledge. Chris and his team are always quick to respond to my queries and pro-active in updating me on any changes that may affect my financial situation. "
Dr Jason Stone