Advising high net worth individuals, not for profit organisations, families, business owners, professionals, and self-managed super funds Charlie provides personalised financial advice to his clients.
Charlie specialises in Investment Portfolio Management, Retirement Planning and Superannuation. He is passionate about investment markets, and helping others achieve their goals.
At E.L. & C Baillieu, Charlie manages the Geelong office and is actively involved in giving back to the community. Charlie is a founding committee member of Philanthropy 500, a member of the Geelong Gallery, a member of the Geelong Football club, the Geelong Business club and the Geelong Botanical Gardens.