Focus Session Speaker
Charles Green is a financial adviser at the award winning Kearney Group in Melbourne, Victoria. He holds a Bachelor of Business (Banking and Finance), a Diploma of Financial Planning, he’s a member of the AFA and FPA, and will soon be finished his Certified Financial Planner accreditation.
Following the completion of his university studies in 2011, Charles moved to Sydney and channeled his passion for helping others into the pursuit of a career in financial advice. After taking time to tick-off some goals of his own, Charles returned from a year of overseas travel and took up a new challenge in Melbourne, where he now happily calls North Melbourne home (despite the underperformance of his beloved Kangaroos!).
Experienced in assisting a diverse range of advice seekers, Charles understands the value in clients sharing their unique circumstances and goals, and strives to foster an honest and comfortable environment that encourages this. Charles is passionate about encouraging the next generation of advisers to continue furthering the profession and is the current National Chair for the AFA’s Genxt community of practice.
Outside of the office, Charles spends his free time playing music, exploring Melbourne’s craft beer scene and training for triathlons.