As the Partner of Nugents Wealth Management Pty Ltd, Charles has extensive experience in the Financial Services industry.
Having spent time in his professional career as both an accountant and a financial adviser, he is well placed to understand your specific needs and advise on a broad range of areas.
Charles works closely with our clients to develop and implement tailored financial advice to help them achieve their financial and lifestyle goals.
Key Areas of Expertise
- Superannuation & Retirement Planning
- Investment Advice
- Self Managed Superannuation Funds
- Personal & Business Insurance Planning
Professional Qualifications and Memberships
- Bachelor of Business (Accountancy)
- Chartered Accountant (Financial Planning Specialist)
- Diploma of Financial Services
- Certified Financial Planner
- Professional Diploma in Stockbroking
- Member of Institute of Chartered Accountants in Australia
- Member of Financial Planning Association
- Member of Stockbrokers Association of Australia