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Charlie King
Adviser Support at Treysta Wealth Management Pty Ltd
Charlie King is a dedicated professional with a strong passion for wealth and asset management.
Currently advancing towards the prestigious CFA charter and actively preparing for the level III of the CFA Program.
Education background includes a Bachelor's degree in Accounting and Banking from the University of Sydney, along with various certifications in financial modeling, self-managed super funds, and financial planning services.
Completed studies in Financial Modeling & Valuation Analyst at Corporate Finance Institute® (CFI) and ASIC Regulatory Guidelines 146 (RG146) at Kaplan Professional.
Previously held roles such as Adviser Support and Insights Analyst at Treysta, Graduate at Colonial First State, Accounting Internship at Catalyst Partners Pty Limited, and Manager at Forty Winks.
