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.
Charles has advised wealthy Australian families and charitable organisations for more than 20 years, helping them bring structure and clarity to their financial affairs and make well-informed decisions about their wealth.
Charles joined Koda at its inception following 10 years with Macquarie Bank. Before becoming an adviser, he built a broad commercial career managing businesses for private and listed companies in Australia and Asia. Having also experienced the private client/adviser relationship from the client side, he brings a practical understanding of what private investors should expect from their advisers.
Charles has particular expertise in investment strategy and portfolio construction and believes disciplined asset allocation is fundamental to successful long-term investment outcomes. His approach combines thoughtful strategy, clear communication and attention to detail, and he values the freedom that Koda’s independence gives him to focus solely on achieving the best outcomes for his clients.
Charles holds degrees from the University of Sydney and the Securities Institute of Australia, together with specialist qualifications in financial planning, superannuation and non-profit board governance. He is also a registered Tax (Financial) Adviser and has a longstanding interest in family philanthropy, serving as a Trustee of his family’s charitable foundation.
Charles was the inaugural Chair of Koda’s Partnership Committee, serving for eight years until 2025. He has also been recognised among Australia’s leading financial advisers for seven consecutive years in The List, compiled by The Australian in association with Barron’s.