With a background in business broking, translating numbers into value is Charlotte’s superpower. Her skills were honed negotiating complex multi-million dollar mergers, acquisitions and commercial property deals.
Accounting fundamentals and understanding financial structures provide the foundation, but the results came after learning to navigate complex business headwinds and crosswinds.
These can span technical tax and liability issues through to the emotional minefields of blended families, relationship breakups, retirement and estate planning.
A key attribute is the ability to help her stakeholders focus on the positives of stable and predictable cash flows, asset value protection, compliance and capital improvement strategies. These are also key considerations for strata committees.
Charlotte’s financial literacy, negotiation expertise and communication skills help committees approach financial decisions with confidence. She is particularly passionate about simplifying complex financial concepts, presenting clear pathways forward and advocating for owners and the long-term growth in value of their property.
A south coast local at heart, but a Sydney sider at present, Charlotte spent much of her childhood in Hong Kong. She is also accomplished at golf and billiards in her downtime.
