Charles has worked for many banking & wealth management institutions as well as several privately-owned boutique financial services firms.

In addition, he has extensive experience in assisting financial services organizations implement strategy and successfully delivering Risk and Governance Management solutions for their compliance frameworks and clients.

Charles holds a Diploma in Financial Planning and an Advanced Diploma in Financial Planning including an accreditation as a SMSF Adviser. He also holds a Business Degree with a major in Economics from the Victoria University and has a Graduate Diploma in Applied Finance and Investment from FINSIA.

Charles’ knowledge and experience will help you plan, implement and manage your financial plan. A creative man with a passion for photography, art and design, he also enjoys working with other professional creatives in managing their financial future.

Charles loves spending time with his wife and two children and is also a proud founding member and director of the Melbourne Golf Club.