Charlie Heerey Email and Phone Number
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Charlie has helped high net worth private clients and not-for- profit organisations manage their investment portfolios since 2003. He joined EL&C Baillieu in 2014 as an investment adviser after 11 years with Phillip Capital, Bell Potter and JBWere. Prior to investment advising, he worked in corporate and business banking at Westpac. As Head of Philanthropy, Charlie is helping EL&C Baillieu co-ordinate and expand its offering. He runs various investment mandates for not-for-profit (NFP) organisations and helps encourage and support other advisers in the firm with their private client philanthropy and NFP investment mandates. He led the establishment of the EL&C Baillieu Charities Fund and is responsible for coordinating regular seminars and presentations which are attended by staff and clients on a range of philanthropic topics.He has held board positions for associations and charities with a disability, education and sporting focus and has volunteered on school committees and neighbourhood sporting groups.
E.L. & C. Baillieu Limited
View- Website:
- baillieu.com.au
- Employees:
- 55
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Investment AdviserE.L. & C. Baillieu LimitedMelbourne, Vic, Au
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Private Wealth AdvisorOrd Minnett May 2022 - PresentMelbourne, Victoria, AustraliaE.L.&C. Baillieu is now part of Ord Minnett.I continue to provide tailored investment advice for private clients and not for profit groups. On November 5, 2020, Ord Minnett announced they entered into an agreement to acquire 100% of E. L. & C. Baillieu. The acquisition of E. L. & C. Baillieu, with nine locations around Australia including Melbourne as its head office, was a welcomed strategic move, further strengthening Ord Minnett as one of Australia’s highly respected and… Show more E.L.&C. Baillieu is now part of Ord Minnett.I continue to provide tailored investment advice for private clients and not for profit groups. On November 5, 2020, Ord Minnett announced they entered into an agreement to acquire 100% of E. L. & C. Baillieu. The acquisition of E. L. & C. Baillieu, with nine locations around Australia including Melbourne as its head office, was a welcomed strategic move, further strengthening Ord Minnett as one of Australia’s highly respected and largest independent private wealth firms. Show less -
Investment AdviserE.L. & C. Baillieu Limited Jan 2014 - PresentMelbourne, AustraliaI provide tailored investment advice on asset allocation, Australian equities, hybrids, International equities, fixed interest and derivative strategies.My clients include private individuals, self managed super funds and non-profit investors.
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Head Of PhilanthropyE.L. & C. Baillieu Limited Jul 2019 - Jul 2022
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Investment AdviserPhillipcapital Australia Nov 2011 - Jan 201412/15 William Street, Melbourne Vic 3000tailored investment advice to private individuals, self managed super funds and non-profit investors. asset allocation, Australian equities, hybrids, International equities, derivative strategies -
Investment AdviserBell Potter Securities Ltd Jun 2006 - Oct 2011tailored investment advice to private individuals, self managed super funds and non-profit investors. asset allocation, Australian equities, hybrids, International equities, derivative strategies -
Associate Investment AdviserGoldman Sachs Jbwere Sep 2002 - Jun 20062002-2004 JBWere on Call desk - providing general advice on Australian equities, fixed interest products and managed funds to the firm's clients with smaller portfolios.2004-2006 GS JBWere Private Wealth -assisting a senior investment adviser providing investment solutions to a small number of family offices and philanthropic groups. -
Business Banker; AnalystWestpac Jan 1996 - Sep 2002
Charlie Heerey Skills
Charlie Heerey Education Details
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Philanthropy & Non Profit Studies -
FinsiaGrad Dip. Applied Finance -
Economics/Finance -
Economics -
Xavier CollegeHigh School
Frequently Asked Questions about Charlie Heerey
What company does Charlie Heerey work for?
Charlie Heerey works for E.l. & C. Baillieu Limited
What is Charlie Heerey's role at the current company?
Charlie Heerey's current role is Investment Adviser.
What is Charlie Heerey's email address?
Charlie Heerey's email address is ch****@****.com.au
What is Charlie Heerey's direct phone number?
Charlie Heerey's direct phone number is +614173*****
What schools did Charlie Heerey attend?
Charlie Heerey attended Qut (Queensland University Of Technology), Finsia, Monash University, University Of California, Santa Cruz, Xavier College.
What skills is Charlie Heerey known for?
Charlie Heerey has skills like Equities, Asset Allocation, Derivatives, Wealth, Financial Markets, Wealth Management, Investment Advisory, Financial Services, Asset Management, Portfolio Management, Financial Advisory, Funding.
Who are Charlie Heerey's colleagues?
Charlie Heerey's colleagues are Colleen Tham, David Comben, Vincent Pepe, Nick Caley, Susan Gleeson, Colin Cruickshank, Craig Webb.
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Charles Heerey
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