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Charles Poolman
CertFinMkt MeSAFAA
Principal - Sydney Margaret Street/Stockbroker/Investment Adviser
I look to optimise the quality of the financial position of my clients by providing them with clear and considered investment advice and strategy tailored to their specific needs.
Charles has been focused on the financial needs of clients since joining the industry in 1990, having joined Morgans in 2006.
Investment Style
Charles provides strategies with the view to grow and preserve wealth for his clients. He does this by combining expertise, quality research and market knowledge. He prides himself on providing superior customer service through gaining a thorough knowledge of his client's financial needs and objectives.
Services and Specialties
Self-Managed Super Funds
Superannuation Advice
Stockbroking
Portfolio Administration
Wealth Management
Qualifications and Professional Affiliations
924 Superannuation & Skills
Certificate in Financial Markets
Professional Diploma in Stockbroking
Margin Lending Accreditation Program
SDIA Accrediation Program
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Superannuation
Generic
Margin Lending
Managed Investments
Securities
I am employed by Morgans Sydney Pty Limited which operates the business of Morgans Financial Limited - Sydney - Margaret Street. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Morgans Sydney Pty Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
