Charles is recognised for his ability to provide commercial accounting and financial advice in relation to complex investment, business and legal issues. He developed a reputation at QIC where he managed the accounting function for the Global Infrastructure and Private Equity Portfolios (net assets ~$14b) for being ‘truly value-adding’.

Prior to being an accountant, Charles was a professional ballet dancer with one of the most elite ballet companies in the world. Following an injury, he returned to the family business (third generation with a mid-tier accounting firm) becoming a Chartered Accountant. Charles worked with SMEs and family investment portfolios and his experience spans corporate tax, audit and advisory/ M&A.

Charles is currently a member of the Finance and Risk Committee of the Archdiocesan Development Fund, a financier for Catholic institutions (net assets ~$2b). He has also spent time as the CFO of Queensland Ballet working with Li Cunxin (Mao’s Last Dancer) assisting with their growth consolidation (333% increase in revenue over 5 years).

KEY SKILLS

• Financial management, treasury management, financial modelling and financial reporting.
• Risk management, compliance and internal controls.
• Corporate finance, structuring and investment management.

EDUCATION AND QUALIFICATIONS

• Bachelor of Commerce – Athabasca University
• Chartered Accountant – Chartered Accountants Australia and New Zealand
• Certified Internal Auditor – The Institute of Internal Auditors
• Graduate – Australian Institute of Company Directors