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

Charles Johnston

FCA FFin ADA2 (ASX)
Authorised representative number: 000292877

Principal / Senior Investment Adviser

“To provide objective and insightful “ 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

Wealth Management
Fixed Interest and Cash Management
Stockbroking
Philanthropic Services
Portfolio Administration

Qualifications and Professional Affiliations

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

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

Margin Lending
Superannuation
Securities
Derivatives Level 2
Managed Investments
Derivatives Level 1
Generic
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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