A specialist in Personal & Business Risk & Wealth Management with over 30 years Banking, Financial Services & Wealth Management industry experience, Chuck’s wide range of corporate experience provides him with the skills to understand and articulate clients' financial & lifestyle challenges with great clarity. He has the unique ability to explain often highly technical financial concepts in simple and easy to understand language and provide clear guidance and support throughout the financial planning process.
Commencing his banking career in 1983, Chuck worked in various senior banking roles servicing clients throughout North West Victoria.
In 2001 Chuck started to specialise in the Financial Planning sector then subsequently achieved his goal of starting his own business establishing Murray Mallee Financial Planning, an Authorised representatives of Millennium3 Financial Services.
As Director of Murray Mallee Financial Planning, Chuck & his team work intimately with clients to identify & understand their personal financial goals & aspirations & provide personalised advice solutions to achieve them.
Chuck's passion for helping clients, his combination of over 30 years banking & financial services industry experience, his Diploma of Financial Planning along with his dedication to personalised service give Chuck the insightful and essential knowledge and experience to help his clients achieve their risk management, wealth creation and retirement goals.
great service and advice, easy to deal with.
Easy to talk to
Been with Chuck for a few years now. Always friendly, informative, helpful and approachable. Would recommend him to anyone seeking insurance and super guidance.
He listens to our requirements and acts accordingly, when we need more funds he does the reserch and then advises the way to arange them. Wes 3496
Always responds quickly to any questions we have.
- Adviser status Bronze
- Number of reviews 6
- First year providing advice 2001
- Years of experience 22
- Diploma of Financial Planning (1-8)
Murray Mallee Financial Planning59 Orange Ave
Mildura, VIC 3500
- 9:00am – 5:00pm Monday – Friday
Millennium3 Financial Services Pty Ltd