My goal is to make the complex seem simple and give my clients the confidence they need to make big financial decisions. I love that I get to grow with my clients and strongly value the relationships that I make with them.
Chris Davis Executive Director
Professional experience
Chris has been an integral part of PKF Wealth for the past 15 years, becoming a shareholder in 2009, a Director in 2018, and most recently Executive Director in 2020.
He is passionate about helping his clients reach their goals and enjoys challenging his clients in their decision-making process. Part of this is assisting clients to truly understand the link between risk and return and how this impacts all investment decisions.
Chris prides himself on honest, transparent advice and working with his clients to ensure they have peace of mind around their financial future.
Recent examples of work include:
Implemented a three-tiered retirement strategy that solved debt issues, retirement income, and estate planning
Successfully re-aligned investments across a client’s multiple different entities to achieve the most tax-effective long-term portfolios.
ASIC Authorised Representative number: 000321627
Authorised by PKFWAFSL Pty Ltd to provide financial advice and services relating to managed investments, superannuation, Self-Managed Superannuation Funds, life products, risk, shares and estate planning.
Qualifications and memberships
Bachelor of Commerce
Diploma of Financial Planning
Member of Financial Planning Association of Australia
Private assets have been an attractive area of investing for many years for the big end of town, ultra-high net worth families, institutions, and large super funds. However, these investments have been unavailable to smaller investors until very recently. “Private assets” is a term that covers many investments that are...
