Sub-Authorised Representative No. 1261693
Sub Credit Representative No. 506353
Ph 07 5501 7907
Charlton has enjoyed much success over the past 25 years in financial services. Working for many of the major Banking brands, his journey has spanned all banking segments, insurance and wealth management, most recently as the General Manager of 3rd Party Distribution.
Professionally, Charlton is driven to achieve the best customer outcomes. An advocate of strong and focused client strategy as the method to meet goals and well-being, Charlton seeks to partner with clients through the financial planning process.
Charlton is a dedicated family man, having recently celebrated his 25 wedding anniversary. His wife and he are the proud parents of 3 sons, who are carving their place in the world. As keen travellers, this year, Charlton and his wife will enjoy travelling through Europe over 3 weeks. Next year, another continent will be conquered.