"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 the Cronulla office. He has extensive investment and management experience, including previously working at Goldman Sachs JBWere. As a Chartered Accountant he has a deep understanding of markets and investments 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
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 - Cronulla. My employer remunerates me 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.