VISIS Private Wealth Management - Chris Smith | Partner

Chris Smith | Partner

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VISIS Founding Partner Chris Smith is one of Australia’s top financial advisers.

With more than 20 years’ experience in private wealth management, Chris is known for his passion and drive for helping his clients achieve their financial and life goals.

VISIS Private Wealth Management - Wendy Smith | Principal Accountant

Wendy Smith | Principal Accountant

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Wendy Smith has over 14 years experience in the accounting industry and has worked for leading multi-national accounting firms specialising in business services and taxation.

In 2006, Wendy established VISIS Accounting Services to complement the wealth management advice provided by VISIS Private Wealth.

VISIS Private Wealth Management - Simon Davis |  Partner

Simon Davis | Partner

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Simon joined VISIS Private Wealth in 2008 after relocating to Brisbane with his young family.

With over 20 years experience delivering smart, practical advice in both Sydney and Brisbane, Simon has worked with exceptional people to build a respected, 100% privately owned practice – VISIS Private Wealth has no alliances to other financial institutions.

John O’Brien | Partner

LinkedIn profile

John O’Brien is a Partner at VISIS Private Wealth and is passionate about operating a 100% privately owned firm.

Since 2003 John has been directly advising his clients on all their wealth management and strategic advice needs.

VISIS Private Wealth Management - Grant Dougan | Partner

Grant Dougan | Partner

LinkedIn profile

Grant is a highly experienced adviser with over 19 years’ experience in the finance industry.

As a partner of VISIS Private Wealth, one of Australia’s leading, privately owned wealth management firms,
Grant is passionate about delivering high quality, unbiased advice that is complemented by outstanding ongoing client service.

20-year-anniversary VISIS

VISIS double decade anniversary builds on client successes

One of Australia’s leading financial advisers says persistence and good people are key ingredients for survival and success as his firm marks its 20-year anniversary this week.

Having weathered many a market force outside his control, what started as VISIS Founding Partner Chris Smith and his accountant wife Wendy’s dream in a home office two decades ago didn’t materialise into an award-winning boutique financial advisory through luck.