Charles Baulch

alt
BFin GDipFP

Authorised Representative: 000315704

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.

Services and specialities

  • Financial Planning
  • Retirement and Estate Planning
  • Self Managed Super Funds
  • Stockbroking
  • Superannuation Advice
  • Wealth Management

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.

Industry Education & Experience

Qualifications
  • Bachelor of Finance, La Trobe University, 2001
  • Advanced Diploma of Financial Planning, Kaplan Professional, 2007
Professional Associations
  • Tax (Financial) Adviser
Approved Competencies
  • Derivatives Level 1
  • Derivatives Level 2
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am employed by Geelong Private Wealth Management Pty Ltd which operates the business of Morgans Financial Limited - Geelong. My employer remunerates me as your adviser by way of salary. As a shareholder of Geelong Private Wealth Management Pty Ltd, I may be entitled to a share of profits.