Qualifications
& Memberships
- Bachelor of Business (Accountancy)
- Bachelor of Commerce (Melb)
- 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
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Meet our team
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Charles Knight
Partner - Wealth Management
“I work closely with my clients to develop and implement tailored…
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Jake Gomer
Financial Planner
Having spent the whole of his professional career working in the financial…
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