Qualifications
& Memberships
- Bachelor of Business (Accountancy)
- Chartered Accountant (Financial Planning Specialist)
- Diploma of Financial Services
- CERTIFIED FINANCIAL PLANNER™
- Professional Diploma in Stockbroking
- Financial Planning Association - Member
- Institute of Chartered Accountants in Australia - Member
- Stockbrokers Association of Australia- Member
Areas of
Expertise
Insurance
Investments
Retirement
Self Managed Super Fund
Wealth Creation
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's ideas of Financial Freedom
“To have the financial capacity to provide for myself and my loved ones, living the lifestyle we choose both now and into the future.”
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