Charles Jeffries

Charles Jeffries is an accomplished professional with extensive experience in client relationship management. Currently serving as the Head of Client Relationships at Insignia Financial since June 2021, Charles has previously held similar leadership roles at MLC Australia and Plum. With a strong foundation in client services, having worked as a Client Services Manager and Administration Manager at Mercer (Australia) Pty Ltd, and as a Director at Telba Consulting Group P/L, Charles has developed a robust skill set in fostering client partnerships. Academic credentials include a Bachelor of Commerce in Banking & Finance and Business Law from Monash University, complemented by a Diploma in Superannuation from Macquarie University.