Charlie taps into more than 26 years of banking and finance experience to provide specialist financial counsel, complex lending, commercial finance and finance advice to high net worth individuals.
Charlie has worked in private client management of high value clients for a major bank and previously held other senior positions in the mortgage and lending industry.
He is a Senior Associate of Financial Services Institute of Australasia, an Associate of the Financial Planning Association and member of Mortgage and Finance Association of Australia and currently studying for his CFP.
Married with two adult children, Charlie loves his footy and is a keen West Coast Eagles member. A stalwart at his local footy club, he recently hung up the clipboard after 10 years coaching the junior teams. He is also a keen squash and golf player.