Charlene is a trusted Senior Financial Adviser with more than 30 years of experience in the financial services industry. She brings a deep understanding of financial planning and banking, combined with a practical, results-driven approach to strategy.

Charlene has previously worked as an advisor with BT Financial Group, where she provided tailored advice to high-net-worth and affluent clients. Today, she continues to work with a wide range of clients — from professionals and business owners to those just starting their financial journey — guiding them with personalized strategies designed to meet their unique goals.

What sets Charlene apart is her commitment to delivering clear, ethical, and independent advice that evolves with her clients over time. Whether it's planning for retirement, managing investments, or navigating complex financial decisions, Charlene ensures every client feels informed, supported, and confident in their future.

She holds a Graduate Diploma of Financial Planning and is an Accredited Behavioral Finance Professional℠ (ABFP®) and Chartered Retirement Planning Counselor℠ (CRPC®). She is also a registered adviser with the Tax Practitioners Board (TPB).

Outside of her professional life, Charlene enjoys travelling and spending time with her husband and two young children.

0412 940 364
charlene@millenniumwealth.com.au