Charles Gabriel

Charles has a Bachelor of Business and a Graduate Diploma in Financial Planning and originally joined MorgansHobart in 2015. Charles advises on strategic financial planning and direct investment portfolios to help optimise hisclient's long term financial position by building and protecting wealth.

Investment Style

Successful investing requires a balance of prudent research, analysis, patience, and the ability to block out constant short-term market noise. When choosing investments, Charles applies proven criteria to identify opportunities for his clients. Charles' investment style is to invest in quality businesses with favorable long-term prospects.

Services and Specialties

Financial Planning

Portfolio Administration

Retirement and Estate Planning

Self-Managed Super Funds

Stockbroking

Superannuation Advice

Industry Experience

Sectors Covered

Charles Gabriel's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Bachelor of Business

Ethics and Professional Relationships

Graduate Diploma of Financial Planning

RG146 Generic Knowledge

RG146 Securities

Associations

No items found.

Competencies

Margin Lending

Financial Planning

Generic

Life Insurance

Managed Investments

Securities

Superannuation

I am employed by RBSM Tas Pty Ltd which operates the business of Morgans Financial Limited - Hobart. My employer remunerates me by way of salary. As a shareholder of RBSM Tas Pty Ltd, I may be entitled to a share of profits.