As an experienced financial adviser Charles' key objective is to assist successful people throughout Australia make smart financial decisions which in turn allow them to achieve their life goals and dreams.
Over the last 12 years Charles has spoken at numerous national conferences, schools, universities, public forums and businesses on financial markets. During this time Charles has also written a self help financial book titled 'Old Head on Young Shoulders" which made the National Best Seller List. Charles has also written a book titled – “A simple guide to buying a property “ , and a number of e books including the “Secrets of Successful Investors” and “How to choose your financial planner”.
Charles has also written many articles for both industry publications and the mainstream media. In addition Charles has appeared regularly on radio, television and the social media forums discussing current financial issues.
Charles has also won a number of National awards for his work in financial services including:
- Financial Standard Power50 - The 50 Most Influential Financial Advisers in Australia 2017
- Financial Standard Social Media Power50 - The Most Influential Financial Advisers on Social Media 2016
- Australian Institute of Management – State Winner & National Finalist – Owner / Entrepreneur of the Year 2016
- Independent Financial Advisers (IFA) Excellence Awards – National Finalist - Boutique Group of the Year 2016
- Independent Financial Advisers (IFA) Excellence Awards – National Finalist – Innovative Business of the Year 2016
Financial Standard #Power50 Most Influential Social Media Users 2015
Association of Financial Advisers (AFA) Excellence in Education – National Winner 2015
Independent Financial Adviser (IFA) Excellence Awards Editors Choice Award 2015 for promoting independent financial advice nationally
Independent Financial Adviser (IFA) Excellence Awards National Finalist – Thought leader of the Year 2015.
Independent Financial Adviser (IFA) Excellence Awards – Innovator of the Year 2014.
Association of Financial Advisers (AFA) Excellence in Education State Winner & National Finalist 2014.
Money Management Australian Financial Planner of the Year 2011
Financial Planning Association of Australia Value of Advice National Award in the Pre Retirement Category (2010).
Financial Standard Innovation, Leadership and Excellence in Social Media for Financial Services in Australia Award (2012).
Future2 Community Service National Best Practice Award (2011) for his involvement in improving financial literacy amongst the socially disadvantaged.
Charles was also the State Runner Up in the FPA Certified Financial Planner® Professional Best Practice Award (2012).
Charles is also an Accredited FPA Risk Specialist providing personal insurance advice to clients. Over the last 15 years Charles has also held numerous external board or advisory board positions.
Main Street Financial Solutions was also a National Finalist in the Flying Solo Small Business Awards in 2015