Charles Li is a seasoned financial professional with extensive experience in client relationship management and financial planning. Currently serving as a Financial Advisor at AMP since June 2018, Charles focuses on educating clients about the financial planning process and providing holistic wealth management advice. Prior to this role, Charles worked as a Paraplanner/CSO at ReNew Advisors Pty Ltd, where responsibilities included supporting financial advisers and managing client communications. Charles also has a background in service delivery from Telestar Communications, complemented by early experience in supply chain and logistics at CARBO Ceramics Inc. Academically, Charles holds multiple degrees, including a Master of Accounting and a Bachelor of Marketing, along with advanced diplomas in Financial Planning.
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