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Charles Gabriel
BBus(Fin) GradDipFP
Principal & Private Client Adviser
I aim to consider a client's overall financial situation, risk tolerance and what they want to achieve before tailoring my
advice accordingly.
Charles has a Bachelor of Business and a Graduate Diploma in Financial Planning and originally joined Morgans
Hobart in 2015. Charles advises on strategic financial planning and direct investment portfolios to help optimise his
client's long term financial position by building and protecting wealth.
Investment Style
Successful investing requires a balance of prudent research, analysis, patience, and the ability to block out constant short-term market noise. When choosing investments, Charles applies proven criteria to identify opportunities for his clients. Charles' investment style is to invest in quality businesses with favorable long-term prospects.
Services and Specialties
Self-Managed Super Funds
Superannuation Advice
Retirement and Estate Planning
Portfolio Administration
Financial Planning
Stockbroking
Qualifications and Professional Affiliations
Ethics and Professional Relationships
RG146 Securities
Graduate Diploma of Financial Planning
RG146 Generic Knowledge
Bachelor of Business
Associations
No items found.
Competencies
ASIC Financial Advisers Register
FASEA Financial Adviser Exam
Superannuation
Managed Investments
Margin Lending
Life Insurance
Tax (financial) Adviser
Financial Planning
Securities
Generic
I am employed by RBSM Tas Pty Ltd which operates the business of Morgans Financial Limited - Hobart. My employer remunerates me by way of salary. As a shareholder of RBSM Tas Pty Ltd, I may be entitled to a share of profits.
