Charles Jeffries in

Charles Jeffries

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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

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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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

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Education
Bachelor of Commerce - BCom
Monash University
2001 - 2005
Diploma
Macquarie University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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