Charles Stewart's Linkedin Analytics

Charles Stewart BBus, LLB Business Manager, Senior Financial Planner, Investment Adviser and Entrepreneur National Head of Financial Planning - Charles has over 10 years experience in Australian Equities and Wealth Management. During his career Charles has built a planning business from the ground up; managed and implemented change to Australian operations of large scale equity and wealth franchises ;overseen changes in financial market structure and; as part of his growth focus ; assisted and managed national recruitment whereby his arm of the business grew from 0-38 advisers in under 3 years with over $2.5 of FUM; ran, manged and sat on the investment committee and built the APL from the ground up; liaised with compliance and led opt in, FDS and other compliance programs; developed adviser partnering programs to deepen the client book penetration of each adviser; built solutions for leveraging the firm's relationships to drive adviser revenue growth; assisted other management in brand recognition and development in the physical and digital community. Wealth Management Professional Charles helps NFP’s, charities, individuals and companies protect and grow their wealth via a strategic approach to financial planning and investment advice. This covers direct investments, multi currency strategies, optimising tax via superannuation strategies, insurance and loan optimisation.