Charles Bagguley

Dmg Financial Planning

Gold
18 Yrs Experience
Sale, VIC 3850
Prior to joining DMG, Charles established his own specialist Aged Care advice firm, based in Gippsland, where he assisted many families with the key financial decisions, processes and paperwork involved in transitioning a loved one into permanent aged care. Charles works with clients at all stages of life and is DMG’s resident aged care and disability specialist having acquired strong relationships with aged care facilities across Gippsland as he is a member of the Sale and District Aged Care Network.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 2
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Dmg Financial Planning

67-71 Foster Street
Sale, VIC 3850

Licensed by

Dmg Financial Planning

AFSL 238354

4.90
2 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.50
Likely to recommend
Showing reviews 1—2 of 2

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4.75

"Charles is always helpful and friendly. He shows real interest in me and my family. Charles always explains things in a way I can understand and I feel no question is silly or stupid."

  • Superannuation
  • Retirement & Pension
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Couldn't ask for a better Adviser!"

  • Government Assistance
  • Aged Care
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2007

Bachelor of Business (Financial Planning)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2003

Accredited Aged Care Professional

Level
0 - Training / Exam / Other
Institution
Aged Care Steps
Completed
2015

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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