Charlie Huang

Director

BCom LLB LLM DipFP

A professional portrait of Director Charlie Huang smiling after providing Financial services compliance solutions

There is a never a dull day in the world of what I do - some tell me it's management consulting with a compliance bend, others say its compliance consulting with a management twist. It's the different challenge each engagement presents that keeps me genuinely engaged with the work.

Knowing we're a trusted teammate for our clients - that they have confidence in us and value our partnership when they make decisions - that makes me deeply proud of what I do.

We're always trying to find the most viable solution to keep businesses compliant with our eye firmly focused on the client experience.

We don't complicate things for the sake of it - we want to find the most frictionless solution for the AFSLs we work with and their clients.

Take our work reducing the size of an advice document by 60% while still addressing all the legal requirements - that's the kind of outcome that makes a huge difference to a business - their team, their clients and their bottom line.

I'm a big NBA fan and I support the Melbourne Football Club. I enjoy good food and I coach a local community basketball team.

My current personal challenge is attempting to learn a language purely through watching Netflix shows. It's a work in progress!

Qualifications + Credentials

  • Current practicing solicitor  

  • Bachelor of Commerce 

  • Bachelor of Laws 

  • Master of Laws 

  • Diploma in Financial Planning

Up close and personal with Charlie

If you could have dinner with anyone dead or alive who would it be? Why?
Nico Harrison (Dallas Mavericks General Manager). I want to know the real reason why he traded Luka Doncic to the Lakers.

What's your favourite quote?
“Do. Or do not. There is no try.” - Yoda

What’s a small thing that always makes your day better?
Having that first sip of homemade coffee in the morning and finding out it doesn’t taste burnt today.

What book changed your perspective on money or life?
Oh, The Places You'll Go! – Dr Seuss.

If you could live in any city in the world for a year, where would it be and why?
Okinawa – Japan. Studied Japanese at school but never lived in Japan. Would love to live on a small island and enjoy the chilled vibes while having access to great food.