Charlie Abd

SmartMoney Financial Services Pty Ltd

9 Yrs Experience
Sydney Olympic Park, NSW 2127

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).


  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Bronze
  • First year providing advice 2015
  • Years of experience 9
  • Highest qualifications
    • Advanced Diploma of Financial Planning
    • Diploma of Financial Planning
  • Languages spoken
    • Arabic
    • English

SmartMoney Financial Services Pty Ltd

Suite 2.03, Level 2, 6 Parkview Dr
Sydney Olympic Park, NSW 2127

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Meeting methods

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

Licensed by

Bluewater Financial Advisors Pty Ltd

AFSL 411846