A city skyline at night with a boat in the water.
Chris Kozaris

Chris Kozaris

Authorised representative number: 000259167

Executive Partner Morgans Brighton

"As a trusted adviser, I recognise that clients come to Morgans Brighton seeking both investment opportunities, financial guidance and long term stability in their wealth affairs. I deliver a premium service to clients with diligence and integrity, alongside sophisticated solutions to help achieve lifestyle and financial goals."
Chris has worked in the financial services industry since 1993 and has been directly advising and managing clients’ money since 1995. People entrust Chris with their wealth and future security. It takes knowledge, passion and commitment to ensure he delivers the outcomes his clients are looking for.

Investment Style

As a Certified Financial Planner, Chris offers his decades of expertise to clients seeking personalised advice on investment selection, tax strategies, portfolio management and overall financial planning. Chris is conservative by nature but believes taking calculated risks can deliver superior returns and rewards to clients.

Services and Specialties

Retirement and Estate Planning
Fixed Interest and Cash Management
Self-Managed Super Funds
Wealth Management
Investment Advice

Qualifications and Professional Affiliations

Financial Adviser Standards and Ethics Authority Industry Exam
Series 7
Graduate Diploma of Applied Finance & Investment
Ethics and Professional Relationships
Bachelor of Economics


Certified Financial Planner (CFP)
Fellow of the Financial Services Institute of Australasia


Life Insurance
Managed Investments
Financial Planning
Margin Lending
I am a partner of Antaeus Investment Trading Pty Ltd which operates the business of Morgans Financial Limited - Brighton. My employer remunerates me by way of salary. As a shareholder of Antaeus Investment Trading Pty Ltd, I may be entitled to a share of profits. As a Partner of Antaeus Investment Trading Pty Ltd, I will be entitled to a share of profits.