Charter Towers Financial Services Pty Ltd was founded in 1999 by Alan Blackwell, then an accounting partner in a multi-partner firm, to extend to clients of that firm forward thinking financial advice on their affairs. Recognising that increasing complexity in investment planning and the advent of compulsory superannuation would drive the wealth creation of larger numbers of Australians, the practice expanded significantly to become a standalone financial services business.
Charter Towers has always been a forward thinking practice focussed on developing long-term relationships with our clients and coaching them toward their financial goals. Many of the foundation accounting clients have grown and developed with the practice over the course of its life and we have a number of intergenerational family relationships developing from this.
In addition to this long term focus, Charter Towers was founded on the principles of transparency and client focus, and has been proudly fee for service oriented since establishment to ensure that our clients know at all times the level of service they can expect from the practice and the costs to them.
This client-centric focus combined with our system of investment portfolio models and emphasis on understanding the financial and personal needs of our clients meant that the firm and our clients have survived and thrived through one of the world’s largest financial crisis.
The practice employs a number of professional and support staff from across accounting and financial services backgrounds and is deeply committed to ongoing professional development to ensure that all advice given is industry best practice and compliant with the rapidly changing legislative framework.
An Alliance of Empathy and Trust
Be it business, personal or family matters, you can expect a professional relationship built on trust, empathy and experience. The team at Charter Towers are highly qualified specialists, licensed and fully accredited. What does this mean for you? It means your financial goals and dreams are managed by professionals that move and grow with an ever-changing and complex industry.
Charter Towers has a number of personal and corporate clients across the country, and has a presence in South Australia, New South Wales, the ACT, Queensland and Western Australia. We also manage international clients, and are happy to work with clients in all major cities.