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Charlie King

Dawson Financial Services Pty Ltd

Bronze
1 Yr Experience
Cootamundra, NSW 2590

Charlie is a Financial Adviser with experience serving clients in Sydney, London and now the Riverina. He joined the financial services industry in 2018, and has since worked alongside private clients to help them achieve their financial objectives.

Expertise

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

 Get in touch

At a glance

  • Adviser status Bronze
  • Years of experience 1
  • Highest qualifications
    • Chartered Financial Analyst (CFA)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Dawson Financial Services Pty Ltd

92 Cooper Street
Cootamundra, NSW 2590

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Dawson Financial Services Pty Ltd

AFSL 529568