associate adviser
Charles Troian
Bachelor of Business (Finance)
Bachelor of Laws (Hons)
Under the mentorship of our advice team, Charles’ core responsibilities are to assist in the coordination of client investment proposals and reviews, monitor and execute portfolio recommendations and analyse existing and new investment partnerships, while supporting our branch manager Michelle Edds from an operational perspective.
Charles has a strong background in the investment advice industry, having worked in financial services for more than five years. Charles’s most recent role was the Associate Manager of Macquarie’s Adviser Services team. This saw Charles acting as a key contact to many of the largest and most reputable investment advice firms in the country, including EW&L. Charles brings operational expertise to the needs of our practice and combined with his studies in law and finance, he has a solid academic foundation for investment markets.


Investing in Super vs Outside of Super

Exploring the Growing Appeal of Alternative Investments in Australia

Venture Capital as an Alternative Investment

Keep Your Eyes on the Finish Line

Are we there yet?

Is it time to engage a financial planner?
Q&A with Emanuel Whybourne

The Fallacy of Forecasts

Powerwrap signs wealth boutique

Smile like you mean it

Risk and Return: How to Determine Your Investment Risk Profile

Dove or Hawk? I don’t really care

Do you have too many eggs in the housing basket?

The Market Roller-Coaster. What’s next?

Has the Private Credit ship sailed?

Lessons of Legacy – how to flourish as a family.

US Trip: learning from those who drive the largest market in the world.

Staying the course — A timeless lesson

This isn't 2008
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