Charles Read
Financial Adviser
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About
Charles Read is an ASIC-registered financial adviser based in Bondi Junction, NSW, dedicated to helping clients achieve their financial goals with clarity and confidence. With a Bachelor of Economics from the University of Sydney (1989) and a Diploma of Financial Planning from Deakin University (1999), Charles has a strong foundation in financial principles. His commitment to ethical practice is further reinforced by completing Ethics and Professionalism in Financial Advice training with Kaplan in 2019. As a member of the Financial Advice Association of Australia (FAAA), Charles adheres to the highest professional standards. Charles is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also advise on investment life insurance, life risk insurance, securities, and retirement savings accounts. Charles takes a holistic approach to financial planning, tailoring strategies to each client's unique circumstances and aspirations. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice If you're seeking expert financial guidance to navigate your financial journey, Charles is here to help. Contact him today to schedule a consultation and discover how he can help you build a secure and prosperous future.
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Frequently Asked Questions
What types of financial advice does Charles Read offer?
Charles Read provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, and retirement savings accounts.
What are Charles Read's qualifications and professional memberships?
Charles Read holds a Bachelor of Economics from the University of Sydney and a Diploma of Financial Planning from Deakin University. He is also a member of the Financial Advice Association of Australia (FAAA).
What can I expect during my first consultation with Charles Read?
During your initial consultation, Charles will take the time to understand your financial situation, goals, and risk tolerance. He will then explain how he can help you achieve your objectives and outline the next steps in the financial planning process.
How does Charles Read tailor his advice to individual client needs?
Charles takes a holistic approach to financial planning, creating strategies that are specifically tailored to each client's unique circumstances and aspirations. He considers all aspects of your financial life to develop a comprehensive plan.
What is Charles Read's approach to ethical financial advice?
Charles is committed to upholding the highest ethical standards in his practice. He completed Ethics and Professionalism in Financial Advice training with Kaplan in 2019 and adheres to the FAAA's code of ethics.
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