Chris Macdonald
BCom DipFinMkt
Principal/Investment Adviser
I provide objective advice based on informed analysis, prudent judgement and diligent effort.
Chris joined Morgans in 2007 after a successful career developing and managing businesses.
Chris focusses on portfolio advising and management, with funds under advice of over $300m. Working in conjunction with Morgans Corporate Department, Chris has been able to assist over 200 listed and unlisted companies raise capital since 2007. Chris has Bachelor of Commerce from Macquarie University and a Diploma in Financial Markets from FINSIA.
Investment Style
Chris specialises in providing stockbroking services, including the compilation, execution and monitoring of share portfolios. Chris also actively manages the portfolios of high net worth individuals, to ensure their investment needs are met. Chris also advises sophisticated clients on capital raisings, IPO’s and share transactions. He has a strong interest and knowledge base in the mining, technology and healthcare sectors.
Services and Specialties
Stockbroking
Wealth Management
Portfolio Administration
Qualifications and Professional Affiliations
Ethics and Professional Relationships
Diploma in Financial Markets
Bachelor of Commerce (Marketing & Economics)
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Managed Investments
Securities
Generic
Margin Lending
I am employed by Northside Wealth Pty Ltd which operates the business of Morgans Financial Limited - Chatswood. My employer remunerates me by way of salary. As a shareholder of Northside Wealth Pty Ltd, I may be entitled to a share of profits. As a Director of Northside Wealth Pty Ltd, I will be entitled to a share of profits.
