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
Portfolio Administration
Fixed Interest and Cash Management
Self-Managed Super Funds
Investment Advice
Stockbroking
Wealth Management
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Graduate Diploma of Applied Finance
Superannuation Accreditation Program
FPC002B Ethics and Professionalism in Financial Advice
Accredited Derivatives Advisers Level 1
Bachelor of Commerce (Economics & Finance)
Associations
No items found.
Competencies
Margin Lending
Superannuation
Generic
Securities
Managed Investments
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. As a shareholder of SWIS ABN Pty Ltd, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
