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.

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