Adviser & Partner
Charles has been a trusted adviser to wealthy Australian families and charitable organisations for over 15 years, helping them get financially organised, invested, and protected.
Before becoming a professional adviser, Charles developed a strong commercial background, managing businesses for private and listed companies in Australia and Asia. During this time he sat on the ‘client side’ of a private client/adviser relationship, providing him with a balanced perspective on the needs and expectations of private investors.
Charles has a strong understanding of the global investment landscape, and is a firm believer in the importance of asset allocation in achieving superior investment outcomes. Passionate about making financial advice a true profession, Charles delivers clients with well thought-out strategy, clear communication, and attention to detail. After more than 10 years with a large institution, Charles enjoys the freedom to deliver great client outcomes, afforded by being a Partner in a truly independent advice firm.
Charles holds degrees from The University of Sydney, The Securities Institute of Australia, and specialist qualifications in financial planning, superannuation, and non-profit board governance. Charles also has a strong interest in family philanthropy, and serves as a Trustee of his own family’s charitable Foundation.
Charles has consistently ranked in the Top 50 Australian Financial Advisers List compiled by The Australian and Dow Jones & Company’s global research publisher Barron’s.