Charlie has a Bachelor of Business, a Graduate Diploma in Applied Finance & Investment and a Diploma of Financial Services. He has over 22 years experience in professional investment management, is a Fellow of the Financial Services Institute of Australasia and is an Associate Member of the Financial Planning Association of Australia.

Charlie established an independent advice practice ‘Perkins Portfolio Management’ (PPM) in Orange in 2009. After a long association, the practice ultimately merged with Minchin Moore in 2016.

Prior to founding PPM, Charlie spent 10 years in senior institutional trading and sales roles at Citigroup Global Markets [Sydney and London]. During this time, Charlie was responsible for trading with and marketing to key stakeholders across the global investment landscape, including government authorities, sovereign wealth funds, pension funds, hedge funds and high net worth individuals. Charlie’s last position at Citigroup was Director – Fixed Income, Commodities & Currencies, Citigroup Global Markets London.

Charlie’s international markets experience has allowed him to develop a deep knowledge of financial markets encompassing all asset classes – from equities, to bonds, commodities and currencies.

With this market knowledge coupled with a strong ability to think strategically, Charlie works closely with high net worth families and individuals to build comprehensive financial strategies and investment plans. He regularly appears on the “Finance Segment” on ABC Local Radio [Central West and Western Plains]

Charlie is married with four young children and lives in Orange. He has a keen interest in virtually all sports, but especially rugby, golf and cricket. When time permits he can be found either on the fairways of Duntryleague or the hill at Orange Emus.