Charlotte Doig
Financial Adviser
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About
Charlotte Doig is an ASIC-registered financial adviser based in Deakin, ACT, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Charlotte holds a Bachelor of Business (Finance and Marketing) from UTS and a Graduate Diploma of Financial Planning from Kaplan. She has also completed specialized training as an Accredited Aged Care Professional through Aged Care Steps. Charlotte is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, and government debt securities. This broad authorization allows her to create holistic financial plans that address various client needs. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Investment advice • Retirement planning • Aged Care Financial Advice Whether you're planning for retirement, seeking to grow your wealth, or require guidance on navigating aged care finances, Charlotte can provide expert advice and support. Contact Charlotte today to discuss your financial future and discover how she can help you achieve your objectives.
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Frequently Asked Questions
What types of financial advice does Charlotte Doig provide?
Charlotte Doig provides advice on superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities and government debt securities. She can assist with retirement planning, investment strategies and wealth creation.
What are Charlotte Doig's qualifications?
Charlotte holds a Bachelor of Business (Finance and Marketing) from UTS, a Graduate Diploma of Financial Planning from Kaplan, and is an Accredited Aged Care Professional. She also holds certifications in Economic and Legal Context for Financial Planning and Ethics and Professionalism in Financial Advice.
What is the process for working with Charlotte?
The process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Charlotte will then develop a tailored financial plan and work with you to implement and monitor the plan over time.
Can Charlotte Doig help with aged care financial planning?
Yes, Charlotte is an Accredited Aged Care Professional and can provide expert advice on navigating the financial aspects of aged care, including understanding costs, maximizing entitlements, and structuring finances to support long-term care needs.
What should I expect during my first meeting with a financial advisor?
During your first meeting, you can expect to discuss your current financial situation, your financial goals, and any concerns you may have. This is also an opportunity to ask questions and get to know Charlotte to determine if she is the right fit for your needs.
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