Chris Jones
Private Client Adviser
I provide ongoing wealth management and financial advice tailored to each client's goals, circumstances, and risk tolerance to support long-term wealth creation and overall financial wellbeing.
Chris values building strong, long-term relationships and take time to understand each client's goals and priorities. He holds Graduate Diplomas in Commerce and Financial Planning, and joined Morgans Hobart in 2023 following a successful career in sports administration. Outside of work, Chris continues to coach and compete in sailing during the warmer months.
Investment Style
Chris manages direct investment portfolios and provides strategic financial planning strategies designed to help clients achieve their financial objectives. Chris focuses on the underlying business fundamentals and the potential for long-term performance. He adheres to strict investment criteria which have proven successful over an extended period and through a variety of market conditions. His long-term investment approach requires patience and discipline.
Services and Specialties
Superannuation Advice
Wealth Management
Portfolio Administration
Fixed Interest and Cash Management
Financial Planning
Self-Managed Super Funds
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Graduate Diploma of Commerce
Bachelor of Management
Graduate Diploma of Financial Planning
Associations
No items found.
Competencies
Financial Planning
Generic
Securities
Managed Investments
Superannuation
I am employed by RBSM Tas Pty Ltd which operates the business of Morgans Financial Limited - Hobart. My employer remunerates me by way of salary.
