Charles Johnston

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

Fixed Interest and Cash Management

Philanthropic Services

Portfolio Administration

Stockbroking

Wealth Management

Industry Experience

Sectors Covered

Charles Johnston's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Margin Lending Accreditation Program

Ethics and Professional Relationships

Chartered Accountant

Graduate Diploma of Applied Finance & Investment

Bachelor of Financial Administration

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

Derivatives Level 1

Derivatives Level 2

Generic

Managed Investments

Margin Lending

Securities

Superannuation

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.

General Advice Warning: This information is of a general nature only. Any advice included in this email has been prepared without taking into account an individual’s objectives or financial situation. You should consider the appropriateness and obtain specific advice before acting.