Chris Smith

Profile picture of Chris Smith, VISIS, best financial planner in Sydney and Brisbane
Founding Partner, Certified Financial Planner®
Adviser since: 2000

Chris Smith brings more than twenty years of experience in wealth management, working with professionals in Barangaroo and the wider Sydney area to simplify their financial choices and build clear, practical strategies for the future. His independent approach and focus on strong client relationships create a sense of trust and clarity. As a top-rated adviser, Chris combines solid technical knowledge with a hands-on style that helps clients make confident, informed decisions.

Level 35, One International Towers
Barangaroo Av, Sydney, NSW, 2000

More about Chris Smith

Chris Smith is widely regarded as one of the most accomplished and respected professionals in the industry. As the Founding Partner of VISIS Private Wealth, Chris has crafted a powerhouse team dedicated to a singular mission: delivering unbiased, transparent advice that empowers clients to achieve both their financial goals and broader life aspirations.

With over 20 years of hands-on experience, Chris is a Certified Financial Planner with a passion for creating tailor-made solutions that truly make a difference. He founded VISIS in 2001 with a clear vision: a practice built on independence and integrity, free from the influence of external financial institutions. “My focus is simple – to put my clients’ needs first, and nothing else,” says Chris. His unwavering commitment to this philosophy has helped shape VISIS into a 100% privately owned practice that prioritises the unique needs of each individual.

Chris’s reputation is built on results, relationships, and an unwavering dedication to his clients’ financial success. If you’re looking for a financial planner who combines expertise with a personal touch, Chris and his team at VISIS Private Wealth are ready to help you chart your path to a secure financial future.

Investment Style

At VISIS, Chris offers the best of both worlds: the scale and resources to deliver cutting-edge financial services, combined with the personalised attention and deep relationships that clients truly value. Whether it’s investment management, personal insurance, finance and lending, superannuation, taxation advice, or accounting services, every client has access to comprehensive expertise—and direct access to Chris and his dedicated team.

Chris’s approach is hands-on, giving him an intimate understanding of the challenges his clients face. This enables him to offer practical, real-world solutions that truly work. Alongside his exceptional team at VISIS, Chris helps High Net Worth individuals, self-funded retirees, executives, and business owners navigate the complexities of wealth management. His proven ability to foster long-term relationships with high-net-worth individuals and multi-generational families is a testament to his expertise and dedication.

“I combine my in-depth industry knowledge with a proactive, no-nonsense approach to help my clients make informed decisions with confidence,” Chris shares. This clear, straightforward philosophy has earned him a stellar reputation as someone who not only understands the intricacies of wealth management but can also provide clarity and simplicity for his clients.

Specialties and Areas of Expertise

In addition to offering comprehensive wealth management strategies, Chris’s specialist knowledge covers key areas including:

  • Family Office Management
  • Investment Management
  • Self-Managed Super Funds (SMSFs)
  • Executive Share Plans
  • Taxation Management
  • Investment & Wealth Vehicles

Professional Standards You Can Trust

Qualifications & Memberships

  • Founding Partner
  • Certified Financial Planner®

Industry Recognition & Awards

For the fifth consecutive year, Chris has been recognised on Barron’s list of Australia’s Top Financial Advisors—an industry benchmark for professionals in the financial services sector. Developed in collaboration with The Australian, the list serves as a trusted guide for those seeking top-tier advisors.

In 2024, Chris achieved a record national ranking of 12 and was named the top advisor in Queensland, a significant accolade that speaks volumes about his expertise, dedication, and reputation in the industry.

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