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 am very happy with the quality of the financial and investment advice that Chris has provided me. Moreover, the service from Chris and his team has always been exceptional. I can see myself continuing using the services of Chris Humphrey Private Wealth Management in the years ahead. "
Dr Craig McDonald