Chris Kozaris

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

Investment Advice

Fixed Interest and Cash Management

Retirement and Estate Planning

Self-Managed Super Funds

Stockbroking

Wealth Management

Industry Experience

Sectors Covered

Chris Kozaris's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Financial Adviser Standards and Ethics Authority Industry Exam

Ethics and Professional Relationships

Bachelor of Economics

Series 7

Graduate Diploma of Applied Finance & Investment

Associations

Certified Financial Planner (CFP)

Fellow of the Financial Services Institute of Australasia

Competencies

Margin Lending

Securities

Superannuation

Managed Investments

Financial Planning

Generic

Life Insurance

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.