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ADFP, GradDip FP

Executive Financial Adviser

Charlene is a senior financial Adviser and has worked in financial services industry for over 20 years.  Most recently she was an adviser at BT financial Group, providing strategic and financial advice to their Premium/affluent client segment. 

Charlene has worked with a variety of clients from high net-worth through to clients commencing their financial planning journey.  She is highly skilled at developing financial strategies using her financial planning and extensive banking experience to provide a whole suite of solutions to achieve her client’s financial goals.  She is passionate about developing long-term client relationships by providing independent, tailored and ethical advice.

Charlene holds a Graduate Diploma of Financial Planning  and is also an AFP® member of the FPA and the Tax Practitioners Board (TPB).

Charlene is married with two young children and enjoys travel and spending time with the family. 

0412 940 364


Authorised Representative Number 1256894


“Matthew is truly a professional financial planning adviser. He takes care of his customer interest seriously. I have confidence in him without hesitation.”


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