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Charles Gabriel

Charles Gabriel

BBus(Fin) GradDipFP
Authorised representative number: 001262139

Principal & Private Client Adviser

I aim to consider a client's overall financial situation, risk tolerance and what they want to achieve before tailoring my advice accordingly.
Charles has a Bachelor of Business and a Graduate Diploma in Financial Planning and originally joined Morgans Hobart in 2015. Charles advises on strategic financial planning and direct investment portfolios to help optimise his client's long term financial position by building and protecting wealth.

Investment Style

Successful investing requires a balance of prudent research, analysis, patience, and the ability to block out constant short-term market noise. When choosing investments, Charles applies proven criteria to identify opportunities for his clients. Charles' investment style is to invest in quality businesses with favorable long-term prospects.

Services and Specialties

Self-Managed Super Funds
Superannuation Advice
Retirement and Estate Planning
Portfolio Administration
Financial Planning

Qualifications and Professional Affiliations

Ethics and Professional Relationships
RG146 Securities
Graduate Diploma of Financial Planning
RG146 Generic Knowledge
Bachelor of Business


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Managed Investments
Margin Lending
Life Insurance
Financial Planning
I am employed by RBSM Tas Pty Ltd which operates the business of Morgans Financial Limited - Hobart. My employer remunerates me by way of salary. As a shareholder of RBSM Tas Pty Ltd, I may be entitled to a share of profits.