Bio
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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
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Australia
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Financial Services
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1 - 100 Employee
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Consultant
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Jul 2018 - Present
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Owner
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Jan 2007 - Jan 2023
Financial Planning SpecialistBusiness AdvisorSmall Business Tax Consultant
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Partner
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Jan 1990 - Jan 2007
Financial Planning SpecialistBusiness AdvisorSmall Business Tax Consultant
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Partner
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Jan 1983 - Jan 1990
Financial Planning SpecialistBusiness AdvisorSmall Business Tax Consultant
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Partner
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Jan 1981 - Jan 1983
SME tax and business consulting services
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Education
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Coorparoo State High
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Institute Of Chartered Accountants in Australia
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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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