Chris Harris

CPA, SSA®, GAICD, MCom
Senior Private Wealth Adviser

Background

Chris Harris is a Senior Private Wealth Adviser with Ord Minnett, Noosa. Chris started in our Head Office in Sydney in 2002 and moved to the Coast in 2004.

Prior to working with Ord Minnett, Chris worked in taxation at KPMG, Sydney and with an accounting firm in North Sydney. Chris has been a Top 10 adviser nationally since 2012 and is a member of Ord Minnett’s Multi Asset Portfolio Committee.

Chris can be heard each weekday on ABC Sunshine Coast Radio delivering the Finance Report.

Chris has established a successful advisory business providing direct investment advice and funds management services to a select group of private individuals and families, their companies, trusts, and superannuation funds.

Chris can provide advice and portfolio management services in a range of areas including:

Specific areas of expertise include superannuation and self-managed super funds (SMSFs), retirement planning, protection strategies and the intergenerational wealth transfer.

Areas of Expertise

Key Services

Financial
Planning
Investment Advice
& Strategy
Portfolio Construction

& Management
Portfolio Reporting & Administration
Superannuation
& SMSF
Stockbroking
Retirement
Planning
Philanthropic
Giving
Investment & Market Research

Qualifications

  • Master of Commerce (Taxation & Business Law), UNSW
  • Bachelor of Financial Administration (Accountancy), University of New England

Certifications

  • Certified Practicing Accountant, CPA Australia
  • Company Directors Course, Graduate of the Australian Institute of Company Directors (GAICD)
  • SMSF Specialist Advisor, Self Managed Super Fund Association

Areas of Advice

  • Asset allocation
  • Financial advice
  • Investment strategies
  • Life risk insurance
  • Redundancy / early retirement
  • Retirement planning
  • Superannuation & SMSF

Office

Noosa
70 Noosa Dr Noosa Heads QLD 4567
(07) 5231 9966
noosa@ords.com.au

Map

Testimonials

My wife and I have appreciated working with Chris and his team since 2012. His level of financial strategic knowledge has guided us to make the right financial decisions throughout our time together.

Chris has looked at the whole picture, planning now and into the future for just not the two of us but also our children and grandchildren. Chris is not only extremely competent, but he is freely available and happy to answer any questions. He is friendly and happy providing reassurance and skillful advice. Now based in Noosa, his willingness to travel and tailor his approach to our needs has been invaluable.

Over time, the results have exceeded our expectations, providing lasting value and peace of mind for the whole family. We have no hesitation in highly recommending Chris and his team for their professional and beneficial financial advice and care.

Jeff Prebble

I've been a client of Chris' for 5 years now and can't recommend him highly enough. Chris gives great advice with only my best interests at heart. Old days service and respect. Always makes himself available and explains things in plain English so I can understand his plan. Unlike others I've used over the years, he listens to me.

Trevor Rheinberger

The personal attention and consummate level of attention shown to me by the team at Ord Minnett has been exceptional.

Being new to the Sunshine Coast I was fortunate enough to be referred to Chris and Tom and after comparing other financial consultants the decision to go with them was an easy one. Any concerns I had regarding making the transition to retirement was soon eased by their thorough knowledge, ability to communicate in a way that I would understand and constant willingness to be available to answer my questions.

I would recommend Ord Minnett to anyone seeking a a highly professional team who are passionate about helping individuals with their financial security but who care about you and your needs as well.

Sharon McManus

Building wealth for generations

Ord Minnett is an Australian owned wealth management firm. We offer financial advice and investment management for individuals, families, businesses and organisations, enabling them to protect and grow their wealth.

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