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
Professional Background
As the Partner of Nugents Wealth Management, 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.
Industry Expertise and Experience
- Superannuation & Retirement Planning
- Investment Advice
- Self-Managed Superannuation Funds
- Personal & Business Insurance Planning
