Chris Kraegen

Chris is a senior adviser within the Sydney office. He has been dealing with private clients since 2001. Prior to joining Morgans in 2008, he gained comprehensive experience in banking and financial planning and more recently rounded out his skill base within the treasury and global markets divisions.

Investment Style

Chris strives to grow and preserve wealth for his clients. He does this by combining expertise, quality research and market knowledge. He prides himself on providing superior customer service and selecting the most appropriate asset allocation in line with his clients' investment comfort level.

Services and Specialties

Fixed Interest and Cash Management

Margin Lending and Gearing Strategies

Options and Warrants

Stockbroking

Superannuation Advice

Wealth Management

Industry Experience

Sectors Covered

Chris Kraegen's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

TASA and the TPB Code of Professional

Diploma of Financial Services (Financial Markets)

Diploma of Financial Services (Financial Planning)

Ethics and Professional Relationships

Advanced Diploma of Financial Services

Bachelor of Economics (Finance)

Associations

No items found.

Competencies

Derivatives Level 1

Derivatives Level 2

Financial Planning

Generic

Life Insurance

Managed Investments

Margin Lending

Securities

Superannuation

I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Sydney - Retail Equities. My employer remunerates me by way of percentage of fees.

I am a Director and Shareholder of Morgans Wealth Partners Pty Limited, which is a Corporate Authorised Representative of Morgans Financial Limited - Sydney. As a Director and Shareholder of Morgans Wealth Partners Pty Limited, I am remunerated by way of salary, bonuses and dividends.