Charles Poolman
Financial Adviser
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About
Charles Poolman is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients navigate the complexities of the financial landscape. With a solid foundation built upon years of experience and comprehensive qualifications, Charles offers tailored financial solutions designed to meet individual needs and goals. His credentials include a Certificate II in Financial Markets from the Securities Institute of Australia (1995), SDIA RG146 Accreditation Program (2006), Margin Lending Accreditation from Deakin Prime (2010), a Professional Diploma in Stockbroking from DeakinPrime (2011), and 924 Superannuation and Skills certification from Kaplan (2013). Charles is authorized to provide advice on a range of financial products, including superannuation, wealth management, securities, and government debt securities. He is committed to providing sound, ethical, and professional guidance to help clients achieve financial security and prosperity. Key services include: • Superannuation advice • Wealth management strategies • Investment in securities • Advice on government debt securities Ready to take control of your financial future? Contact Charles today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Charles Poolman offer?
Charles Poolman is authorized to provide advice on superannuation, wealth management, securities, and government debt securities. He can help you create a tailored strategy to achieve your financial goals.
What are Charles Poolman's qualifications?
Charles holds a Certificate II in Financial Markets, SDIA RG146 Accreditation, Margin Lending Accreditation, a Professional Diploma in Stockbroking, and 924 Superannuation and Skills certification.
What can I expect during my first consultation with Charles?
During your initial consultation, Charles will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then outline potential strategies and solutions tailored to your specific needs.
How can wealth management advice from Charles Poolman benefit me?
Charles can help you create a comprehensive wealth management plan that encompasses investment strategies, risk management, and long-term financial planning, tailored to your individual circumstances.
How does Charles keep up-to-date with changes in the financial industry?
Charles is committed to ongoing professional development and regularly attends industry events and training sessions to stay informed about the latest changes in regulations, products, and investment strategies.
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