Charlotte Piersma

National Head of Technical Services

Brisbane, Gold Coast

About

Charlotte has been working in the financial planning industry for over a decade. Beginning her career in client services and then journeying into an adviser role has enriched her knowledge and expertise as now national head of technical services.  Charlotte leverages her comprehensive industry knowledge to lead her team with a focus on efficiency and accuracy whilst adhering to legislation and licensee standards. Although not working with clients directly, Charlotte enjoys leading her team to construct advice that enables clients to lead Richer Lives.

Charlotte holds a Bachelor of Commerce with a double major in Financial Planning and Finance, Advanced Diploma of Financial Services (Financial Planning), Diploma of Financial Services (Finance/Mortgage Broking Management), Accredited Aged Care Professional and Self-Managed Super Fund qualified.

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“To realise that one can spend these years confidently, knowing that one’s funds are managed and monitored by a trusted organisation within a relationship that recognises and adjusts to my personal needs is so important.”

Peter – Nestworth client for 12 years

“I have no hesitation in recommending Nestworth to anyone who is looking to bring some security and balance to their financial situation or improve where they are at.”

Jerry – Nestworth client for 23 years

“My advisers expertise has been so valuable in an area I clearly do not understand, and he takes great care and time to explain things in a way that I can understand.”

Leanne – Nestworth client for 3 years

“We have been with the team for approximately 30 years, riding through some tough times on the back of other guidance. We now enjoy a fabulous relationship with Matthew and enter post-retirement planning with a great sense of confidence and optimism.”

Dallas & Julie – Nestworth client for 30 years

“We have been with the team ever since the company started nearly 20 years ago and have enormous confidence in the service and advice provided to us over this period.”

Ian & Karen – Nestworth client for 19 years

“We have always found the service to be professional and undertaken with timeliness.”

Brian & Rita – 4 years

“I would recommend this team to anyone looking for financial planning services.”

John – Nestworth client for 27 years

“The team have taken all of the financial stress off my shoulders and are always a pleasure to talk to.”

Kelli – Nestworth client for 6 years

“The advice and strategy we received from them has been outstanding and not only that, we created a trust relationship throughout the years.”

Jake & Anna – Nestworth client for 12 years