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Bill Charlton is a seasoned financial expert with 17 years of experience in strategic financial planning, wealth management, and investments. As a Chartered Accountant and holder of a Bachelor of Business degree, he has established a strong foundation in financial accounting, superannuation, and business advisory services. With a proven track record in small business and personal financial planning, Charlton has successfully advised numerous clients across the Greater Brisbane Area.

Experience

    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Consultant
      • Jul 2018 - Present

    • Owner
      • Jan 2007 - Jan 2023

      Financial Planning SpecialistBusiness AdvisorSmall Business Tax Consultant

    • Partner
      • Jan 1990 - Jan 2007

      Financial Planning SpecialistBusiness AdvisorSmall Business Tax Consultant

    • Partner
      • Jan 1983 - Jan 1990

      Financial Planning SpecialistBusiness AdvisorSmall Business Tax Consultant

    • Partner
      • Jan 1981 - Jan 1983

      SME tax and business consulting services

Education

  • Coorparoo State High
  • Institute Of Chartered Accountants in Australia
  • Qld University Technolgy

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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