Charles Osmond
Client Services Manager
BBus, GDipFinPlan
I’m part of the next generation at Howard Osmond Wealth, working alongside Patricia to support clients and refine the way we deliver advice.
My focus is on strategy development, particularly around superannuation. I enjoy the detail and problem-solving that comes with structuring plans — the same kind of strategic thinking I’ve always enjoyed in games and sport.
Before moving into financial advice, I spent several winters as a ski instructor at Falls Creek. Teaching on the slopes sharpened my ability to stay calm under pressure, explain complex skills clearly, and help people build confidence step by step - all of which shape the way I approach my work.
Outside the office, I’m a keen soccer player and play Ultimate Frisbee, a fast-paced team sport that not many people know about. It’s a mix of endurance, tactics and quick decision-making. And whenever I can, I head back to the mountains to chase a few more ski runs.
QUALIFICATIONS
Bachelor of Business
Graduate Diploma in Financial Planning
Up close and personal with Charles
If you could have dinner with anyone dead or alive who would it be? Why?
Kerry Packer - Famous Business personality.
I feel like he would have some amazing words of wisdom and stories.
What's your favourite quote?
“Any color the customer wants, as long as it’s black.”
~Henry Ford
What's your favourite karaoke song?
Mr Brightside
The one book you recommend everyone needs to read?
Dune
If you could live in any city in the world for a year, where would it be and why?
Innsbruck Austria, I’ve never been and I love being up in the mountains!