Charles Allister is an accomplished finance professional who boasts an impressive resume of experience in inter-generational wealth strategies, investment planning, and tax-efficient structures. He holds a Bachelor of Business Science degree with honours in economics, and is credited with numerous certifications, including the CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Analyst (CFA), and Chartered Alternative Investment Analyst (CAIA) designations. With a focus on lifetime financial planning, he has held senior positions at Sasfin Bank, Quoin Wealth, and Chrome Wealth, and co-founded Centric Wealth Advisory. Charles' expertise and knowledge in the field is unrivalled, and he continues to strive for excellence in his profession through continued learning and mentorship. His specialities include multi-jurisdictional investment planning, foreign exchange services, and asset allocation. Charles' experience and creativity combined with his passion for client satisfaction make him a true asset in the finance industry.