Chris Girgis

Private Wealth Adviser

Background

Chris is a Melbourne-based Private Wealth Adviser with 15 years of experience in the industry. Driven by a passion for wealth creation, Chris values building long-term relationships with clients throughout their investment journey.

His clients primarily consist of high net worth individuals and families, with whom he fosters trusting and enduring connections. Chris specialises in long-term wealth creation, working closely with clients to identify their key priorities before establishing appropriate investment structures and strategies.

His approach is designed to provide clients with a clear and effective path towards achieving their financial goals.

Areas of Expertise

Key Services

Financial
Planning
Investment Advice
& Strategy
Portfolio Construction

& Management
Portfolio Reporting & Administration
Supernnuation
& SMSF
Stockbroking
Retirement
Planning
Philanthropic
Giving
Investment & Market Research

Qualifications

  • Bachelor of Commerce (Finance), Deakin University
  • Bachelor of Arts (Psychology), Deakin University

Certifications

Areas of Advice

  • Asset allocation
  • Financial advice
  • Investment strategies
  • Superannuation & SMSF

Office

Melbourne
Level 22/35 Collins St Melbourne VIC 3000
(03) 9608 4111
melbourne@ords.com.au

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