Charles Poolman

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

Charles Poolman's previous roles have included

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.