Charles joined the industry as a Financial adviser in 2007, providing advice to a diverse range of clients including accumulators through to retirees and self-managed superannuation fund (SMSF) trustees.

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It was a very quick learning curve for Charles with the GFC hitting hard and 16 continuous months of market deterioration.  This so called once in a lifetime market crash provided some excellent lessons particularly around the quality of investments and not taking any advice or research as a given.

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The one constant in the financial planning and advising industry is change.  There has been scores of legislative changes to superannuation, tax and Centrelink during Charles’ career.  As such, ongoing learning is also a constant.

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Charles is a Chartered Account with a Bachelor of Business in Accounting and also has completed a Graduate Diploma in Financial Planning.  Of late, Charles is pleased to advise that he successfully completed the FINSEA ethics exam.

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Charles has professional experience in Chartered Accounting, insurance, consulting on business processes and analytical work in the oil and gas industry.