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Charles Baulch
BFin GDipFP
Director - Morgans Geelong / Private Client Adviser
I provide objective and independent advice to my clients by developing a clear and considered investment strategy based on individual goals and objectives.
Charles has worked in the financial services industry since 1999, commencing at Prudential Bache Securities. After completing a Bachelor of Finance, Charles worked in London in investment banking, and returned to Australia in 2002 and commenced his career in financial planning. He is a keen sports fan supporting the Essendon Football Club and also enjoys golf, cricket and horse racing.
Investment Style
Charles focuses on working with clients by empowering them to have input into the wealth creation process. Utilising the resources of Morgans he provides ongoing management which enables his clients to build a solid financial platform and achieve their financial and personal goals in preparation for and during retirement.
Services and Specialties
Financial Planning
Superannuation Advice
Stockbroking
Retirement and Estate Planning
Self-Managed Super Funds
Wealth Management
Qualifications and Professional Affiliations
Ethics and Professional Relationships
Advanced Diploma of Financial Planning
Bachelor of Finance
Associations
No items found.
Competencies
Direct International Equities Trading Adviser
Securities
Life Insurance
Margin Lending
Generic
Managed Investments
Superannuation
Derivatives Level 2
Tax (financial) Adviser
Financial Planning
ASIC Financial Advisers Register
FASEA Financial Adviser Exam
Derivatives Level 3
Derivatives Level 1
I am employed by Geelong Private Wealth Management Pty Ltd which operates the business of Morgans Financial Limited - Geelong. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Geelong Private Wealth Management Pty Ltd, I may be entitled to a share of profits.
