Charles Poolman
CertFinMkt MeSAFAA
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
Portfolio Administration
Self-Managed Super Funds
Stockbroking
Superannuation Advice
Wealth Management
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Certificate II Financial Markets
Margin Lending Accreditation Program
924 Superannuation & Skills
SDIA Accrediation Program
Professional Diploma in Stockbroking
Associations
No items found.
Competencies
Generic
Managed Investments
Margin Lending
Securities
Superannuation
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Sydney - Retail Equities. My employer remunerates me by way of percentage of fees.
I am a Director and Shareholder of Morgans Wealth Partners Pty Limited, which is a Corporate Authorised Representative of Morgans Financial Limited - Sydney. As a Director and Shareholder of Morgans Wealth Partners Pty Limited, I am remunerated by way of salary, bonuses and dividends.
