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

Charles Poolman

CertFinMkt MeSAFAA
Authorised representative number: 000299983

Principal - Sydney Margaret Street/Stockbroker/Investment Adviser

I look to optimise the quality of the financial position of my clients by providing them with clear and considered investment advice and strategy tailored to their specific needs.
Charles has been focused on the financial needs of clients since joining the industry in 1990, having joined Morgans in 2006.

Investment Style

Charles provides strategies with the view to grow and preserve wealth for his clients. He does this by combining expertise, quality research and market knowledge. He prides himself on providing superior customer service through gaining a thorough knowledge of his client's financial needs and objectives.

Services and Specialties

Self-Managed Super Funds
Superannuation Advice
Portfolio Administration
Wealth Management

Qualifications and Professional Affiliations

924 Superannuation & Skills
Certificate in Financial Markets
Professional Diploma in Stockbroking
Margin Lending Accreditation Program
SDIA Accrediation Program


Member of Stockbrokers and Investment Advisers Association (MeSIAA)


Margin Lending
Managed Investments
I am employed by Morgans Sydney Pty Limited which operates the business of Morgans Financial Limited - Sydney - Margaret Street. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Morgans Sydney Pty Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.