Joint Statement by Baillieu Limited Chairperson David Trude and Managing Director Gavin Powell

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Charlie Mackinnon

Financial Adviser

Areas of Speciality

Strategies

  • Investments
  • Succession planning
  • Retirement planning
  • Superannuation planning
  • Savings & wealth creation
  • Estate planning considerations
  • Budgeting & cash flow management

 

Products

  • Retail & wholesale managed funds
  • Cash management accounts
  • Superannuation products
  • Investment platforms
  • Geared investments
  • Direct shares
  • Derivatives

About Charlie

Charlie has been working in the Financial Services industry for over 16 years with experience advising both private and institutional investors in Australia and internationally.

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.

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