About Me

Charl began his career in the financial services industry in 2008, working as a financial planner. In 2010, he stepped into a Wealth Manager position, focusing on retirement and investment planning.

In 2014, Charl became a Business Development Manager, and was responsible for providing financial planners with financial planning strategies, investment research, reporting systems, and product support. In addition, he managed a team of investment consultants. In 2017, he founded Portfolium.