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