"I look to optimise the quality of the financial position of my clients by providing them with clear and considered investment advice and strategy tailored to their specific needs."
Charles has been focused on the financial needs of clients since joining the industry in 1990, having joined Morgans in 2006.
Services and specialities
- Portfolio Administration
- Self-Managed Super Funds
- Stockbroking
- Superannuation Advice
- Wealth Management
Investment Style
Charles provides strategies with the view to grow and preserve wealth for his clients. He does this by combining expertise, quality research and market knowledge. He prides himself on providing superior customer service through gaining a thorough knowledge of his client's financial needs and objectives.
Industry Education & Experience
Qualifications
- 924 Superannuation & Skills, Kaplan, 2013
- Certificate in Financial Markets, Finsia, 1994
- Professional Diploma in Stockbroking, Deakinprime, 2011
- SDIA Accrediation Program, Deakin, 2006
- Margin Lending Accreditation Program, Deakin, 2010
Approved Competencies
- Generic
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Morgans Sydney Pty Limited which operates the business of Morgans Financial Limited - Sydney - Margaret Street. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Morgans Sydney Pty Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.