Charles Johnston

alt
FCA FFin ADA2 (ASX)

Authorised Representative: 000292877

Principal / Senior Investment Adviser

"To provide objective and insightful advice across all areas of wealth management with a particular emphasis on direct investment portfolios."

Charles is the Principal and Director of Southern Private Wealth Pty Limited, which manages the Hurstville Branch of Morgans Financial Limited. He has extensive management experience including being a founding Principal of the Sydney Level 9 Branch. He holds extensive portfolio management skills and provides investment advice across the spectrum of asset classes.

Services and specialities

  • Fixed Interest and Cash Management
  • Philanthropic Services
  • Portfolio Administration
  • Stockbroking
  • Wealth Management

Investment Style

With a background in accounting and finance, Charles offers expertise to clients seeking a premium and personalised portfolio management service. Charles formulates portfolios with the goal of generating regular income and growth. Returns may be complemented by identifying short-term opportunities and overlaying options strategies.

Industry Education & Experience

Qualifications
  • Chartered Accountant, Institute of Chartered Accountants, 1997
  • Ethics and Professional Relationships, QUT, 2020
  • Graduate Diploma of Applied Finance & Investment, Securities Institute of Australia, 1998
  • Bachelor of Financial Administration, University of New England, 1993
Professional Associations
  • Fellow of the Financial Services Institute of Australasia
  • Fellow of the Institute of Chartered Accountants Australia and New Zealand
  • Tax (Financial) Adviser
  • Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Approved Competencies
  • Derivatives Level 1
  • Derivatives Level 2
  • Generic
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am employed by Southern Private Wealth Pty Ltd which operates the business of Morgans Financial Limited - Hurstville. My employer remunerates me as your adviser by way of salary and percentage of fees. As a shareholder of Southern Private Wealth Pty Ltd, I may be entitled to a share of profits.