Charles Baulch
Financial Adviser
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About
Charles Baulch is an ASIC-registered financial adviser based in Geelong, VIC, dedicated to helping clients achieve their financial goals. With a Bachelor of Finance from La Trobe University (2001) and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional (2007), Charles possesses a strong foundation in financial principles and practices. He further enhanced his ethical understanding by completing Ethics and Professional Relationships at QUT in 2020. Charles is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, securities, derivatives, and government debt securities. This broad authorization allows him to create tailored financial strategies to meet each client's unique needs. Key services offered include: • Superannuation advice to help you plan for a comfortable retirement • Insurance solutions to protect you and your family from unexpected events • Wealth management strategies to grow and preserve your assets • Investment advice on securities, derivatives and government debt. Charles is committed to providing clear, honest, and reliable advice. Contact Charles today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Charles Baulch offer?
Charles Baulch provides advice on a wide range of financial products including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, securities, derivatives, and government debt securities. He can help you with retirement planning, investment strategies, and protecting your assets.
What are Charles Baulch's qualifications?
Charles holds a Bachelor of Finance from La Trobe University and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional. He has also completed Ethics and Professional Relationships at QUT.
What can I expect during my first meeting 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 how he can help you achieve your objectives and provide a clear explanation of his fees and services.
How does Charles Baulch stay up-to-date with changes in the financial industry?
Charles is committed to ongoing professional development and regularly participates in industry training and seminars to stay informed about the latest regulatory changes, investment trends, and financial planning strategies.
What is the process for becoming a client of Charles Baulch?
The first step is to schedule an initial consultation. Following this meeting, if you decide to proceed, Charles will develop a personalized financial plan tailored to your specific needs and goals. He will then work with you to implement the plan and provide ongoing support and advice.
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