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Charles Johnston
FCA FFin ADA2 (ASX)
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 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.
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.
Services and Specialties
Wealth Management
Fixed Interest and Cash Management
Stockbroking
Philanthropic Services
Portfolio Administration
Qualifications and Professional Affiliations
Graduate Diploma of Applied Finance & Investment
Chartered Accountant
Bachelor of Financial Administration
Ethics and Professional Relationships
Associations
Fellow of the Financial Services Institute of Australasia
Fellow of the Institute of Chartered Accountants Australia and New Zealand
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Margin Lending
Superannuation
Securities
Derivatives Level 2
Managed Investments
Derivatives Level 1
Generic
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.
General Advice Warning: This information is of a general nature only. Any advice included in this email has been prepared without taking into account an individual’s objectives or financial situation. You should consider the appropriateness and obtain specific advice before acting.
