Charmaine Hall in

Charmaine Hall

Wildcard · DISC type csi
Director at Unbound Financial
📍 Wangaratta, Victoria, Australia

Charmaine Hall is the Director of Unbound Financial, leveraging her experience from roles at Commonwealth Bank and Bridges Financial Services. She holds a Masters from Kaplan Australia and is focused on providing tailored financial plans encompassing wealth creation, debt management, and retirement planning to help clients be their best selves.

She is driven by a philosophy that legacy is defined by personal memories with loved ones, not just business success. Charmaine values curiosity and continuous learning, seeing her role as a privilege to make a tangible difference in peoples journeys through education and trusted advice.

Unique fact: She was recently awarded "Innovator of the Year" at her licensees gala.

Read the full overview →
Experience
20 Years
Current Role
Director
Job Level
Mid-senior
Location
Wangaratta, Victoria, Australia
Personality Overview

How Charmaine shows up

ROI Driven
Curious But Skeptical
Requires Proof

They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions They are often friendly and nice, but can sometimes suprise you with their piercing questions They typically tend to be late adopters even when they seem friendly and excited about what you have to sell

Priorities

Topics Charmaine cares about

AI in Finance
She actively uses AI to improve efficiency in her practice but is also concerned about its use by professional scammers, showing a balanced perspective on the technology.
Financial Adviser Advocacy
She has publicly questioned why financial planners lack direct access to the ATO portal, advocating for better tools to serve clients, especially regarding superannuation.
+5 more topics Login to view topics
Career

Work history

10-2023
Director
Unbound Financial
7-2021 - 9-2023
Financial Planner
Bridges Financial Services
11-2012 - 6-2021
Financial Planner
Commonwealth Bank
5-2005 - 11-2012
New Business management, Para planning, Front office and IT support
Lifetime financial and insurance solutions Wangaratta
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2016 - 1-2024
Masters
Kaplan Australia
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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