A city skyline at night with a boat in the water.
Charles Johnston

Charles Johnston

Authorised representative number: 000292877

Principal / Senior Investment Adviser

To provide objective and insightful advice across all areas of wealth management with a particular emphasis on direct investment portfolios.
Charles is the Principal and Director of the Cronulla office. He has extensive investment and management experience, including previously working at Goldman Sachs JBWere. As a Chartered Accountant he has a deep understanding of markets and investments across the spectrum of asset classes.

Investment Style

With a background in accounting and finance, Charles offers expertise to clients seeking a premium and personalised portfolio management service. Charles formulates portfolios with the goal of generating regular income and growth. Returns may be complemented by identifying short-term opportunities and overlaying options strategies.

Services and Specialties

Wealth Management
Fixed Interest and Cash Management
Philanthropic Services
Portfolio Administration

Qualifications and Professional Affiliations

Graduate Diploma of Applied Finance & Investment
Chartered Accountant
Bachelor of Financial Administration
Ethics and Professional Relationships


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)


Margin Lending
Derivatives Level 2
Managed Investments
Derivatives Level 1
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.
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