Financial Adviser

Charles started financial planning in 2005, and worked in the field for several years before moving to Bahrain to be with his wife Abby. During his time in the Middle East, he taught finance and economics at University. He works across all aspects of financial advice including insurance, wealth accumulation, Superannuation & retirement planning, and enjoys working with people to identify the goals and aspirations that are important to them, and developing tailored strategies and solutions that deliver peace of mind to clients both now and into the future.

Outside of the office, Charles and his wife enjoy spending family time with their children at the beach or on the boat. They also enjoy travelling, and are always looking forward to their next adventure