Charles Johnston
Financial Adviser
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About
Charles Johnston is an ASIC-registered financial adviser based in Cronulla, NSW, dedicated to providing comprehensive and tailored financial solutions to his clients. With a Bachelor of Financial Administration from the University of New England (1993), Charles brings a wealth of knowledge and experience to his practice. He further solidified his expertise by becoming a Chartered Accountant with the Institute of Chartered Accountants in 1997 and completing a Graduate Diploma of Applied Finance and Investment from the Securities Institute of Australia in 1999. Charles also holds Margin Lending Accreditation and has completed Ethics and Professional Relationships training at QUT, demonstrating his commitment to upholding the highest standards of professionalism and ethical conduct. As a member of the Stockbrokers and Investment Advisers Association (SIAA), Charles adheres to a strict code of conduct and maintains his expertise through continuous professional development. He is authorized to provide advice on a wide range of financial products, including superannuation, wealth management, securities, derivatives, and government debt securities. Charles provides advice and strategies in the following areas: • Superannuation advice • Wealth management • Investment strategies • Securities and Derivatives • Government Debt Securities Charles is committed to helping you achieve your financial goals. Contact him today to schedule a consultation and discuss your financial future.
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Frequently Asked Questions
What types of financial advice does Charles Johnston offer?
Charles Johnston provides advice on superannuation, wealth management, securities, derivatives, and government debt securities. He can help you develop a comprehensive financial plan tailored to your individual needs and goals.
What are Charles Johnston's qualifications?
Charles holds a Bachelor of Financial Administration, is a Chartered Accountant, and has a Graduate Diploma of Applied Finance and Investment. He also has Margin Lending Accreditation and has completed Ethics and Professional Relationships training. He is also a member of the Stockbrokers and Investment Advisers Association (SIAA).
What can I expect during my first meeting with Charles?
During your initial consultation with Charles, you can expect a thorough discussion of your current financial situation, your financial goals, and your risk tolerance. He will then use this information to develop a personalized financial strategy for you.
How does Charles Johnston stay up-to-date with the latest financial regulations and trends?
As a member of the Stockbrokers and Investment Advisers Association (SIAA), Charles is committed to ongoing professional development. He regularly attends industry conferences, participates in training programs, and reads industry publications to stay informed about the latest changes in the financial landscape.
Is Charles Johnston obligated to act in my best interests?
Yes, as an ASIC-registered financial adviser, Charles Johnston is legally obligated to act in your best interests at all times. This means that he must prioritize your needs and goals above his own and provide advice that is suitable for your individual circumstances.
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