Charles Felton
Financial Adviser
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About
Charles Felton is an ASIC-registered financial adviser based in Melbourne, dedicated to helping clients achieve their financial goals with tailored and strategic advice. Charles holds a Bachelor of Business from Monash University (2021) and a Graduate Diploma of Financial Planning from Kaplan (2023). This strong educational foundation equips him with the knowledge and skills to provide comprehensive financial guidance. As an authorised financial adviser, Charles is able to provide advice on a range of financial products, including wealth management, securities, and government debt securities. He is committed to understanding each client's unique circumstances and developing personalised strategies to help them build and protect their wealth. Key services include: • Wealth Management • Investment Advice (Securities & Government Debt) • Financial Planning • Portfolio Construction • Retirement Planning Charles is passionate about empowering his clients to make informed financial decisions and achieve long-term financial security. Contact Charles today to schedule a consultation and explore how he can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What services does Charles Felton provide?
Charles Felton offers comprehensive financial advice, including wealth management, investment advice on securities and government debt, financial planning, portfolio construction, and retirement planning.
What qualifications does Charles Felton have?
Charles Felton holds a Bachelor of Business from Monash University and a Graduate Diploma of Financial Planning from Kaplan.
What is the process of working with Charles Felton?
The process typically begins with an initial consultation to understand your financial goals and current situation. Charles will then develop a personalised financial plan tailored to your specific needs. Regular reviews and adjustments are made to ensure the plan remains aligned with your evolving goals.
What can I expect from a consultation with Charles Felton?
During a consultation, you can expect a thorough discussion of your financial goals, a review of your current financial situation, and an explanation of the potential strategies Charles can employ to help you achieve your objectives. You'll also have the opportunity to ask any questions you may have.
Can Charles Felton help me with my investment portfolio?
Yes, Charles can provide advice on constructing and managing your investment portfolio, including recommendations on securities and government debt securities. He'll work with you to develop a portfolio that aligns with your risk tolerance and investment goals.
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