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Charlotte Doig
BBus GradDipFP
Financial Planner
Morgans Canberra's Financial Planning Team believes in a holistic approach. With your goals in mind, we guide you through long-term wealth creation, retirement planning, risk management and estate planning.
Charlotte is a member of the Morgans Canberra Financial Planning Team. Charlotte has bene employed in the financial planning industry since 2017 and joined the Morgans Canberra office in 2023.
Investment Style
Charlotte is passionate about helping clients achieve their financial goals and objectives. She is able to assist clients with their superannuation strategies, retirement planning, tax strategies, Centrelink entitlements and salary packing.
Services and Specialties
Aged Care
Financial Planning
Retirement and Estate Planning
Superannuation Advice
Self-Managed Super Funds
Qualifications and Professional Affiliations
FPC001B Economic and Legal Context for Financial Planning
FPC006 Tax and Commercial Law for Financial Planning
Graduate Diploma of Financial Planning
FPC002B Ethics and Professionalism in Financial Advice
Bachelor of Business (Finance and Marketing)
Accredited Aged Care Professional™
Associations
No items found.
Competencies
Generic
Superannuation
Securities
Managed Investments
Financial Planning
I am employed by Morgans Canberra Partnership which operates the business of Morgans Financial Limited - Canberra. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
