Jo heads up Chris Humphrey Private Wealth Management's taxation arm, Humphrey Taxation Services Pty Ltd. Jo is a Certified Practising Accountant (CPA), a member of the Tax Institute (ATI) and holds a Master of Taxation. Her tax specialties include deceased estate administration and capital gains tax.
Chris is the founder and principal of Chris Humphrey Private Wealth Management. He is a CPA, a CPA financial adviser, an SMSF Specialist Adviser™ and is a QLD SMSF Association committee member. Chris’ background in investment banking, together with his tax and superannuation knowledge and his passion for estate planning enables him to provide a unique and holistic financial planning experience for his clients.