- Bachelor of Commerce (Accounting and Financial Planning)
I am passionate about providing peace of mind to my clients through high quality financial planning advice.
With years of experience in the finance industry, Charlie enjoys connecting with his clients in order to understand their goals and objectives and assist in achieving them. His thorough approach and exceptional communication skills eliminate any barriers that stand in the way of clients and financial jargon. This naturally allows him to build trust in his professional relationships with his clients.
Having attained a Bachelor of Commerce with a double major in Accounting and Financial Planning, Charlie’s commitment to furthering his professional development is reflected in his current enrolment in CFP. Completion of Charlie’s CFP will see him amongst the highly-educated of financial planners in the industry.
Being a local to the Wollongong region, Charlie enjoys fitness training outdoors and stays active by participating in a number of sports including soccer and swimming. He also enjoys social settings and exposure to different backgrounds and cultures.