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Tailoring wealth strategies to help families and professionals achieve long-term financial success
Charlie Felton is a trusted wealth management adviser known for his personalised approach and deep expertise in portfolio construction across listed and unlisted entities. With experience guiding successful families and professionals, Charlie delivers tailored strategies focused on long-term growth, thematic investing, and seamless wealth transitions. Clients value his commitment to simplifying complex financial decisions and his proven ability to help them confidently achieve their financial goals.
Authorisations
Financial advisers register - Moneysmart.gov.au
Charlie Felton can advise on the following product areas:
- Financial Product Advice
- Deposit and Payment Products
- Deposit and Payment Products - Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes, including IDPS
- Securities
Charlie is accredited to provide tax (financial) service advice.
Qualifications
- Graduate Diploma of Financial Planning, KAPLAN, 2023