Chris Harris

CPA, SSA®, GAICD, MCom
Senior Private Wealth Adviser

Background

Chris Harris is a Senior Private Wealth Adviser with Ord Minnett, Noosa. Chris started in our Head Office in Sydney in 2002 and moved to the Coast in 2004.

Prior to working with Ord Minnett, Chris worked in taxation at KPMG, Sydney and with an accounting firm in North Sydney. Chris has been a Top 10 adviser nationally since 2012 and is a member of Ord Minnett’s Multi Asset Portfolio Committee.

Chris can be heard each weekday on ABC Sunshine Coast Radio delivering the Finance Report.

Chris has established a successful advisory business providing direct investment advice and funds management services to a select group of private individuals and families, their companies, trusts, and superannuation funds.

Chris can provide advice and portfolio management services in a range of areas including:

  • Australian and international shares;
  • Fixed interest and cash management solutions; and
  • Managed funds, leveraged investments, initial public offerings (IPOs) and other capital raisings.

Specific areas of expertise include superannuation and self-managed super funds (SMSFs), retirement planning, protection strategies and the intergenerational wealth transfer.

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

  • Master of Commerce (Taxation & Business Law), UNSW
  • Bachelor of Financial Administration (Accountancy), University of New England

Certifications

  • Certified Practicing Accountant, CPA Australia
  • Company Directors Course, Graduate of the Australian Institute of Company Directors (GAICD)
  • SMSF Specialist Advisor, Self Managed Super Fund Association

Areas of Advice

  • Asset allocation
  • Financial advice
  • Investment strategies
  • Life risk insurance
  • Redundancy / early retirement
  • Retirement planning
  • Superannuation & SMSF

Office

Noosa
70 Noosa Dr Noosa Heads QLD 4567
(07) 5231 9966
noosa@ords.com.au

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