Chris Kozaris

I have worked in the financial services industry since 1993 and have been directly advising and managing clients’ money since 1995. My past professional experiences have provided great opportunities to learn and have helped pave the way to where I am today. Over the years I have worked at Wilson Dilworth Perpetual, Bankers Trust and Credit Suisse First Boston gaining valuable experience and developing important contacts. My vast experience working in the financial markets has introduced me to all types of clients and institutional relationships. I have experienced first hand good and bad times in financial markets and I have seen much of what works and what does not. By sharing my experience and insights, I seek to prevent clients from committing investment mistakes which could be avoided by engaging the right advice. Having established the Brighton branch of RBS Morgans, one of the largest global investment firms, has enabled me to apply a personal touch when advising clients while accessing the vast resources of an internationally recognised institution. Owning and managing the first local RBS Morgans branch in Victoria means I understand the challenges involved in running a successful small business. I am now charged with the responsibility of advising and managing clients money and this is something I take very seriously. People entrust me with their wealth and future security. It takes knowledge, passion and commitment to ensure I deliver the outcomes my clients are looking for. My formal education came from completing a Bachelor of Economics Degree, Graduate Diploma in Applied Finance and Investment and what is now known as the Advanced Diploma in Financial Services. I am also a Certified Financial Planner (CFP) and a Fellow of Financial Services Institute of Australasia (FFin).