Charles combines over 20 years of commercial and investment markets experience with strong client relationships to deliver client-focused financial planning and investment outcomes.
Charles joins Koda following 10 years as a senior investment adviser at Macquarie Bank, where he focused on tailoring investment solutions to the needs of private clients and non-profit investors. He has a strong understanding of the global investment landscape, and a passion for the importance of asset allocation in achieving superior investment performance.
Prior to his tenure at Macquarie, Charles developed a strong commercial background, managing businesses for private and listed companies in Australia and Asia for over 10 years.
Charles holds a BA from The University of Sydney, a Graduate Diploma in Applied Finance and Investment from The Securities Institute of Australia, and specialist qualifications in financial planning and superannuation.