Chris Humphrey Private Wealth Management Pty Ltd
Accountants - Brisbane, QLD
Chris Humphrey Private Wealth Management is a boutique Brisbane financial planning practice providing investment and financial advice.
Our fee model allows clients to choose the amount of service and financial advice they require. In essence it is a user pay approach, because we do not assume the more money you have the more financial advice you need.
We split our investment advice (and associated portfolio management) from financial advice. This allows us to charge clients who just want investment advice solely for investment advice and clients who just want financial advice for financial advice only.
CPA Public Practice & SMSF Specialist Advisor™
Chris Humphrey Private Wealth Management hold a CPA Public Practice License dedicated to providing financial planning services, while Chris Humphrey (Managing Director) is a CPA Financial Planner. Chris is also an SMSF Specialist Advisor™.
By dealing with an approved CPA Practitioner, CPA Australia endeavour to assure you, the consumer, are protected in a number of ways.
hold a Public Practice Certificate
engage in continuing professional development
hold professional indemnity insurance
have appropriate risk management strategies incorporated within their practice
undertake independent, ongoing quality control
are subject to appropriate complaints and disciplinary procedures