Charles is an Associate Adviser based in our Sydney office. With over a decade in financial services, Charles spent five years at Macquarie Bank before joining Emanuel Whybourne & Loehr, where he has developed a strong foundation in portfolio management and client advisory.

At EW&L, Charles works closely with high-net-worth and ultra-high-net-worth clients, helping design and manage tailored investment strategies across equities, fixed income, private markets, and alternatives. His focus is on delivering clear, strategic advice and building long-term client relationships that create lasting value.

Charles holds a Bachelor of Laws (Honours) and a Bachelor of Business (Finance) from the Queensland University of Technology. He has also completed further study at the London School of Economics and is currently undertaking a Graduate Diploma of Financial Planning at the University of New South Wales.