Charles joined Forsyth Barr Nelson in 2019, bringing with him over a decade of financial markets experience from global banks in London, Melbourne and Sydney.
Charles is registered as a financial adviser and is accredited as an NZX Adviser. He graduated with a Bachelor of Commerce and a Bachelor of Arts from the University of Otago (2005), and he also holds a Diploma of Financial Markets (2016) through the Australian Financial Markets Authority.
Charles moved with his family to his wife’s hometown of Nelson in early 2019. He has three young children who keep him entertained and busy, and as a keen sportsman likes to be involved in all things sport, specifically rugby, cricket, golf and tennis.
Charles is based out of the Nelson office
Forsyth Barr Investment Advice Nelson
1st Floor 55 Collingwood Street
PO Box 1779, Nelson 7040
Phone: +64 3 546 0050