Chris Langley
BCom GDipAppFin
Private Client Adviser
I strive to provide personalised, robust and timely advice that ensures your goals and objectives are met. My focus centres around a tailored solution to your wealth management needs and then communicating this in a clear and transparent manner.
Before joining Morgans Warrnambool, Chris was a valued member of Ord Minnett Melbourne for over 17 years. He delivers a holistic wealth management experience, one that is built on trust and understanding.
Investment Style
Chris specialises in direct equities portfolio construction and management. His investment approach is a blend of both active and passive strategies. Chris aims to build wealth over the medium to long term, however he'll integrate short term tactical views to capitalise on trends or mispricing in current economic or market cycles.
Services and Specialties
Self-Managed Super Funds
Wealth Management
Investment Advice
Stockbroking
Fixed Interest and Cash Management
Portfolio Administration
Qualifications and Professional Affiliations
FPC002B Ethics and Professionalism in Financial Advice
Bachelor of Commerce (Economics & Finance)
Superannuation Accreditation Program
Accredited Derivatives Advisers Level 1
Graduate Diploma of Applied Finance
Associations
No items found.
Competencies
Superannuation
Managed Investments
Margin Lending
Generic
Securities
I am employed by SWIS ABN Pty Ltd which operates the business of Morgans Financial Limited - Warrnambool. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
