Charlie has ten years of experience in financial services, developing client strategies and managing ongoing financial affairs of individuals and their families to help them protect, manage and grow their wealth across generations.
Charlie has deep expertise in both planning and investment, and excels at integrating these disciplines to identify problems and find untapped opportunities that may have been overlooked by others.
Whilst his background has provided a strong analytical foundation, his key strength is translating detailed and often complex financial data into easy to understand concepts. Striving to achieve client objectives, Charlie believes each client should be fully informed of available options to best suit their financial situation. He then sees his role, as an adviser, to work through the relative merits of each strategy to determine the most appropriate way forward based on each client’s goals.
Charlie’s main focus is delivering tailored and personalised advice to clients based on their specific circumstances. His passion is seeing clients ultimately achieve their goals and objectives, and knowing that his advice has assisted them in doing so.
Charlie holds a Bachelor of Laws and a Bachelor of Commerce. He has also attained his Advanced Diploma of Financial Planning and Self Managed Super Fund accreditation. Charlie is a registered tax (financial) adviser and a member of the Association of Financial Advisers (AFA).
- Adviser status Bronze
- First year providing advice 2015
- Years of experience 9
- Advanced Diploma of Financial Planning
- Diploma of Financial Planning
SmartMoney Financial Services Pty LtdSuite 2.03, Level 2, 6 Parkview Dr
Sydney Olympic Park, NSW 2127
- 9:00am – 6:00pm Monday – Friday
- In person
- Video call
Bluewater Financial Advisors Pty Ltd