Charles Johnston
FCA FFin ADA2 (ASX)
Principal / Senior Investment Adviser
“To provide objective and insightful advice“ with a particular emphasis on direct investment portfolios.”
Charles is the Principal and Director of Morgans – Cronulla, bringing extensive investment and management experience, including tenues at Goldman Sachs JBWere and KPMG. As a Chartered Accountant, he has a deep understanding of markets and investments across the spectrum of asset classes. Additionally, Charles serves on the Board of the University of New England Foundation (UNEF).
Investment Style
With a strong foundation in accounting and finance, Charles offers clients premium, personalised portfolio management services. He collaborates with clients to develop portfolios tailored to achieve the appropriate balance of risk and reward.
Services and Specialties
Fixed Interest and Cash Management
Philanthropic Services
Portfolio Administration
Stockbroking
Wealth Management
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Margin Lending Accreditation Program
Ethics and Professional Relationships
Chartered Accountant
Graduate Diploma of Applied Finance & Investment
Bachelor of Financial Administration
Associations
Fellow of the Financial Services Institute of Australasia
Fellow of the Institute of Chartered Accountants Australia and New Zealand
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Derivatives Level 1
Derivatives Level 2
Generic
Managed Investments
Margin Lending
Securities
Superannuation
I am employed by Southern Private Wealth Pty Ltd which operates the business of Morgans Financial Limited - Cronulla. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Southern Private Wealth Pty Ltd, I may be entitled to a share of profits.
General Advice Warning: This information is of a general nature only. Any advice included in this email has been prepared without taking into account an individual’s objectives or financial situation. You should consider the appropriateness and obtain specific advice before acting.
