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Extensive Banking Experience for Inter-Generational Investment Strategies
Charles' experience with banking and farming puts him in a sound position to give appropriate structural and investment advice that spans the generational requirements of families.
His areas of expertise include:
- Superannuation and retirement advice
- SMSF Investment advice
- Investment management
- Portfolio reporting, administration, and rebalancing
Authorisations
Financial advisers register - Moneysmart.gov.au
Charles Leonard Johnson can advise on the following product areas:
- Deposit and Payment Products
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes
- Securities
- Superannuation
Charles is accredited to provide tax (financial) service advice.
Qualifications
- Graduate Diploma of Financial Planning, KAPLAN, 2020