Charles Jeffries in

Charles Jeffries

Examiner · DISC type cs
Actively seeking new opportunities at Open To Work
📍 Greater Melbourne Area, Australia

Charles is a seasoned superannuation executive with over 24 years of industry experience, specializing in managing complex partnerships with major employers. A graduate of Monash University, he has a proven track record of leading high-performing teams at prominent Australian financial institutions like Insignia Financial and MLC.

Outside of his corporate roles, Charles shows a commitment to community causes, having actively participated in fundraising campaigns for mens health. He also emphasizes the importance of building strong professional networks and engaging with clients and partners through industry events.

He is passionate about positioning his organization as a leader in ESG and Responsible Investing for the financial wellbeing of all Australians.

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Experience
17 Years
Current Role
Actively seeking new opportunities
Location
Greater Melbourne Area, Australia
Personality Overview

How Charles shows up

Status Quo Seeker
Unexpressive
Late Adopter

They are always well-planned and adopt a systematic approach. They are heavily focused on quality and prefer doing things the right way, even if it takes time. They do not like taking risks at all and go for proven options in the end.

Priorities

Topics Charles cares about

Retirement Outcomes
His career is dedicated to superannuation, pension products, and ensuring positive retirement outcomes for members.
Responsible Investing
He actively shares content and hosts client events centered on ESG principles and the challenges of achieving net-zero goals.
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Career

Work history

6-2025
Actively seeking new opportunities
Open To Work
6-2021 - 6-2025
Head of Client Relationships
Insignia Financial
10-2019 - 5-2022
Head of Client Relationships
MLC Australia
6-2012 - 10-2019
Relationship Manager
Plum
10-2008 - 6-2012
Client Services Manager
Mercer (Australia) Pty Ltd
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Bachelor of Commerce - BCom
Monash University
2001 - 2005
Diploma
Macquarie University
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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