Charlie Montgomery

Administration
Charlie Montgomery - Ironbark
Charlie is motivated by the opportunity to work closely with people and help them feel more confident in their decisions.

He is inspired by the idea of building strong, long-term relationships and becoming someone that clients can trust. As he begins his career, he is eager to keep learning, gain practical experience, and develop the skills needed to make a meaningful impact.

He is currently in his second year of a Bachelor of Business and Finance at the University of Newcastle, where he is building a solid foundation in finance, economics, and business strategy.

Outside of his studies, Charlie enjoys surfing and riding motorbikes, which help him stay active and unwind. He also values spending time with friends and family.

Charlie Montgomery - Ironbark
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Ironbark Advice is comprised of the following wholly owned entities of Ironbark:

Advice First Pty Ltd, Advisory Group Pty Ltd, ARTT Group Pty Ltd, Brisbane Financial Services Pty Ltd, Elevate Financial Solutions Pty Ltd, Emohruo Financial Services Pty Ltd, Invest Blue Armidale Pty Ltd, Invest Blue Brisbane Pty Ltd, Invest Blue Coffs Harbour Pty Ltd, Invest Blue Direct Pty Ltd, Invest Blue Gladstone Pty Ltd, Ogilvie Financial Services Pty Ltd, TDT (Tas) Pty Ltd, The Bravien Group Pty Ltd, Vintage Wealth Pty Ltd and Wainscott Financial Planning & Advice Pty Ltd, trading as Ironbark Advice are authorised representatives and credit representatives of Akumin Financial Planning Pty Limited, Australian Financial Services Licence and Australian Credit Licence No. 232706.

Countrywide Advice Pty Ltd and GrowUp Financial Pty Ltd trading as Ironbark Advice are authorised representatives and credit representatives of Charter Financial Planning Limited, Australian Financial Services Licence and Australian Credit Licence No. 234665.

GR & LC Thompson Pty Ltd trading as Ironbark Advice, is an authorised representative and credit representative of Hillross Financial Services Limited, Australian Financial Services Licence and Australian Credit Licence No. 232705.

LFC Advice Pty Ltd (ABN 19 647 509 466) trading as Ironbark Advice, is a Corporate Authorised Representative of LFC Group Pty Ltd (ABN 35 644 576 965), AFSL 526600.