| CHARLES READ Private Client Adviser |
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Charles has over 12 years experience in financial planning as a private client adviser.
Charles is a Certified Financial Planner (CFP) and a chartered accountant. He holds a Bachelor of Economics with majors in Accounting and Tax.
He has extensive experience in formulating and implementing strategies that provide tax efficient outcomes and assist client with achieving their objectives.
Charles has worked as an adviser in a variety of different market environments and has experience with a broad range of strategies, products and investment platforms.
His earlier experience includes 6 years as a chartered accountant, initially in audit and later in business services. This was with KPMG and PriceWaterhouseCoopers.
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