Meet the team

VISIS Private Wealth Management - Chris Smith

Chris Smith | Partner

csmith@visis.com.au

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

With more than 20 years’ experience in private wealth management, Chris has worked tirelessly to build a respected advisory firm and is known for his expertise in advice and investment management and especially for his passion for helping his clients achieve financial success.

When establishing VISIS in 2001, Chris was determined to employ an approach to advising clients that set VISIS apart from the traditional financial planning services provided by large financial institutions. Today, VISIS is recognised as one of Australia’s leading private wealth firms – known for its integrity, exceptional wealth management expertise and client-first approach. The VISIS team has a strong track record of building successful, long-term client relationships. The key is that the success of VISIS is measured by their client’s success.

VISIS Private Wealth Management - Wendy Smith

Wendy Smith | Principal Accountant

wsmith@visis.com.au

Wendy Smith has over 21 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.

Wendy strives to create and maintain total client satisfaction through providing a personalised approach, working closely with VISIS Private Wealth Advisers to ensure clients’ tax affairs are professionally managed and their financial position is optimised.

She heads a qualified team of accountants and tax advisers and provides quality advice and services to private and family businesses, and high-net-worth individuals.

Katie Robinson
Katie Robinson

Katie is an Associate Adviser who works directly with Chris, assisting with strategic advice development and managing day-to-day advice needs of his clients. Since joining VISIS in 2018 Katie has built relationships with many clients, and with a background in client service she is accessible to help with any client need. Katie holds a Bachelor of Property of Economics along with a Graduate Diploma in Financial Planning from QUT. Outside of work you’ll find her spending time with family and her two dogs.

Adam Callinan
Adam Callinan

Adam joined the VISIS team in 2014, focussed on applying the skills he acquired in over 25 years of senior management positions to deliver exceptional financial advice. As a Senior Private Client Adviser, Adam maintains strong relationships with his clients and is responsible for the development and delivery of their advice. Adam is fundamentally aligned with the client first approach of VISIS and believes the best outcome for the client is the only acceptable outcome. 

Scott Gynther
Scott Gynther

Since joining VISIS in 2015, Scott has built relationships with clients across Brisbane and Sydney where he enjoys applying his strategic problem-solving skills to deliver outstanding advice solutions. He holds a Bachelor of Business (Accounting), Advanced Diploma in Financial Planning and most recently achieved Certified Financial Planner status. Scott prides himself on always being available to his clients and going above and beyond to ensure all client needs are met. As a keen water polo player Scott has represented Queensland in the State championships several times and enjoys a game with friends on the weekend.  

Brett Fordyce
Brett Fordyce

After beginning his career in Auditing, Brett quickly realised he wanted a client facing role where he could make a positive impact on the financial wellbeing of clients. Brett then joined the VISIS team in 2021 where he works alongside our Private Client Advisers to develop and deliver advice, whilst assisting with day-to-day management of client tasks. Brett attained a Bachelor of Business (Accounting & Finance) in 2020 and is currently undertaking a Masters of a Financial Planning. 

Chris Jimenez
Chris Jimenez

Chris began his financial planning career in a small firm where he worked as an all-rounder Associate Adviser and Client Services Officer. Wanting to gain more experience working with advanced client strategies as he finalises his Bachelor of Business Degree, Chris made the move to VISIS in 2021 to take on the role of Associate Adviser. In his spare time, you’ll find Chris at the golf course maintaining his +2 handicap. 

Tom Cumming
Tom Cumming

After years in high end retail client management roles, Tom is passionate about building long term relationships with clients and delivering the highest standard of service. Accompanied by a dual degree in Business Management and Commerce, Tom is combining his skills to directly assist our Private Client Advisers to achieve exceptional client outcomes. Tom enjoys learning the strategies and advice we provide to our clients as he aims to move into an Advice role in the future. 

Alex Sinclair
Alex Sinclair

Alex is a valuable asset on our client service team who stops at nothing to get the job done. Finishing a Bachelor of Commerce majoring in economics has seen Alex utilise his academic background and devotion to positive client outcomes to assist our clients with their daily requests. As a sporting enthusiast, you will find Alex training at the Rugby Club on the weekends.

Shane Coughlan
Shane Coughlan

With 5 years’ experience working in Accounting, Shane decided to take on a new challenge in the financial planning world, joining VISIS in 2021. Shane is currently studying his Bachelor of Business with a major of finance and hopes to pursue further studies in financial planning thereafter. While everyone else is enjoying the warmer months, you’ll find Shane heading off to Japan or Canada to work on his snowboarding. 

VISIS double decade anniversary builds on client successes

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.

“I have a very trusting relationship with Chris and his team – one that means that I believe I am getting great financial advice from
people who care.”

Client – 15 years

VISIS makes it very easy for you to understand the financial information being presented to you. When you are entrusting your financial situation to someone, you want to understand it.”

Client – 10 years