Bernard Perkins
About Me
Minchin Moore Private Wealth is a boutique, family office style, wealth management practice.Charlie joined as a partner in 2016 when merging his own practice, Perkins Portfolio Management, which was established in 2009. Prior to that Charlie held various investment roles with Citigroup Global Markets.Charlie's international markets experience has given him a deep understanding of all investable asset classes. He works closely with high net worth families to build comprehensive financial strategies and investment plans.Today Minchin Moore has ten partners and forty staff and manages in excess of $2bn on behalf of its private clients.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 15 Years
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Licensed By Minchin Moore Private Wealth Pty Ltd