why choose us?

Steve Charles has enjoyed a successful 37 year banking career, working with a number of local and foreign banks across a variety of financial disciplines including:

1. Corporate Finance
2. Business Banking
3. International Trade Finance
4. Treasury Markets
5. Agribusiness

Steve has spent over 25 years directly managing client banking relationships at a senior level so he understands the needs of business. He is a passionate advocate for having a transparent and strong relationship with your bank as they are an important partner to the success of your business.

Steve has a wealth of industry experience having worked with some of Western Australia’s largest public and private companies covering mining services, manufacturing, communication, transport & logistics, exporting and importing, retail and agribusinesses.

Steve works with clients who understand the value of using a professional adviser, values relationships and for whom he can add substantial value.  The initial obligation free introductory meeting is to assess your particular needs and to determine if we can add value. Fee structures are flexible to suit individual needs.