Chris Smith, CFP®, VISIS Private Wealth, Brisbane, Australia
Chris Smith is an award winning Certified Financial Planner with a career spanning over 16 years and counting advising clients around Australia and the world. Chris is founding partner of VISIS Private Wealth, an independently owned full service Financial Advisory and Accounting firm in Brisbane. Chris works primarily with Executives and High Net Wealth Individuals including expats. His expertise in the areas of Employee Remuneration and Corporate Share Plans coupled with a comprehensive knowledge of taxation and investment strategies positions Chris as an expert in the field.
Chris leads a professional team founded on a rare commitment: truly impartial advice to help clients achieve their financial goals. Chris has built a respected, 100% privately owned practice – with no alliances to other financial institutions and has over 15 years’ experience in providing strategic financial advice, successfully delivering tailored, practical and smart solutions that get results.
Chris and his team are proud to offer the best of both worlds: the size and resources to offer market-leading services, with personal attention and support. His hands-on and personal approach provides real insight and the ability to offer bespoke solutions that work for you. As a client of Chris and VISIS you will have comprehensive financial expertise at your fingertips, covering investment management, personal insurance, finance/lending, superannuation and tax accounting.
More recently Chris was recognised as Queensland’s Best Certified Financial Planner after being awarded the runner up award the prior year. On top of this Chris and his firm have been finalists in the Independent Financial Adviser Awards for the last two years across 6 categories including Boutique Firm of the Year, Best Client Service and Multi-Service Practitioner of the Year.
“I immensely enjoyed the submission process for the PlanPlus Global Awards. Breaking down my advice into the categories gave me a chance to reflect on the various components in a different manner and in doing so gave me some ideas on another level of improvement we can take our advice to, in particular the way we communicate and present our findings. I believe that the way we do things at VISIS Private Wealth are market leading in expertise and knowledge, and to compare our firm against the best in the world was a good opportunity to measure that. We can occasionally become insulated in our firm and these awards are an appropriate occasion to take the time to look around and not only validate what we are doing but to look to other professionals for a better way of doing things.
Overall I was very glad I was considered for this award, proud of the accomplishment and in particular very happy to know our clients are in fact getting advice and service that rivals any other adviser in the world.“