- Financial Planning
- Retirement Planning
- Personal Insurance Services
- Managed Investments
- Margin Lending
- Direct Investments (Shares)
- Self Managed Super Funds
Born in Perth, Western Australia, Charles completed his Bachelor of
Finance at Edith Cowan University. During this time Charles worked in the Army Reserve were he was trained as a pay clerk with 5 Pay Corp and was later detached to 16 Battalion at Irwin Barracks in Karakatta.
On completion of his finance degree he worked with Asgard Capital Management in an administrative capacity.
He later extended his knowledge of
finance and financial planning in particular by working for Winthrop
Investments in Applecross. This provided him with an excellent training ground
in all areas of financial planning and he is thankful for his time spent there.
Having decided to take a break
from the finance world for a while he took off to Europe with the intention of
relaxing and traveling. As it turns out, he found himself getting quite a
responsible job with Citigroup in London working in their international
corporate actions division.
Whilst working for one of the
biggest banks in the world in London was an amazing experience, it was all
encompassing, and hence forced Charles to question what’s actually important in
At that point he decided to come
back home to Perth and take that long awaited break he was initially looking for.
While Charles has an interest in all aspects of financial planning, his passion is helping to reduce the resident contribution for those entering into residential aged care.
Having personally been through the process of helping his in laws into aged care, Charles feels that many people are loosing money by not knowing the rules relating to this area of finance and are hence making financial decisions based in incomplete information. This at a time when they are most vulnerable.