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Chris Lawson

Director, Wealth Management, BCom, DipFinPlan, ProfDipStockbroking, MSIAA

Chris has a range of experience and qualifications across financial planning and stockbroking, which gives clients the benefit of holistic financial advice as well as traditional stockbroking services.

Tailored Investment Strategies and Expert Guidance for Financial Peace of Mind

Chris constructs effective investment strategies by developing a thorough understanding of each individual’s personal goals, situation and tolerance to risk. Chris educates his clients along the way and formulates a disciplined & collaborative approach on the management of his clients' portfolios. As an experienced and senior adviser, Chris provides his clients with ongoing support to provide his clients with a greater peace of mind and assurances so they achieve the lifestyle they desire.

Chris’ West Australian background has meant he is also involved in capital market transactions and small cap companies, assisting companies raise capital via IPOs, Placements, underwritings and other corporate raisings. This can offer his clients an added facet over and above his primary focus on portfolio management, family offices and Super Funds both small and large.

Authorisations

Christopher Leslie Lawson can advise on the following product areas:

  • Provide financial product advice
  • Deposit and Payment Products
  • Government Debentures, Stocks or Bonds
  • Managed Investment Schemes
  • Securities
  • Superannuation

Qualifications

  • Bachelor of Commerce, University of Western Australia. 2005