Margaret Charlton – Advice & Compliance Coach
“I enjoy the challenge of supporting our planners in an ever changing industry. As a Paraplanner, I can make a positive contribution for the planners. Having recently joined Invest Blue, I feel privileged to be a part of an organisation who has such strong focus on the customer experience”Margaret’s career in the financial services industry began with AMP over 30 years ago. Her experience over that time encompasses administrative support, marketing, customer service roles, financial planner and more recently paraplanning. As a result of her extensive experience, she has a depth of understanding that allows her to work closely with colleagues and planners to ensure a high quality level of support is provided.
Margaret loves spending time with her family, accompanying her son to his various sporting commitments, time in the outdoors and reading.
Qualifications and Professional Accreditations
- Advanced Diploma of Financial Services (Financial Planning)
- Justice of the Peace (Qualified) for Department of Justice QLD
