Professional Qualifications

Advanced Diploma of Financial Services (ADFS)
Certified Financial Planner (CFP)

Memberships and Appointments

Member Financial Planning Association (FPA)

Professional Background

Before moving to Moore Stephens Sydney in 2003, Charlie was a Financial Planner within the premium banking and retail bank space. Since becoming a partner in 2006, he has over $200 million of funds under management with a growing private client base. Charlie also has significant corporate relationships in which he provides employee share scheme services, including services to the employer (briefing sessions, memo's calculators) and the individuals.

His key areas of expertise include private client advisory services, retirement planning, employee share scheme (ESS) advice to individuals, redundancy planning and advice and general investment management and planning.