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Professional Background


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