Professional Biography of Charlotte
Charlotte has an extensive knowledge of estate planning and estate administration to ensure that your affairs are dealt with in an empathetic and comprehensive manner. It is her warmth and friendly nature that enables her clients to feel at ease, allowing a deep understanding to be able to accommodate the clients concerns, needs and wishes.
Charlotte also provides executor services, and is often engaged to assist the executor or family members who have lost a loved one in managing and distributing their estate.
As part of her role, she partners with local financial planners and advisors to be able to offer a holistic and collaborative approach to estate planning and succession planning.
Outside of Coutts, Charlotte has been involved in various charities and community initiatives such as undertaking pro-bono work for Cancer Council of Australia, volunteering at a community gardening group and taking part in charity initiatives to assist returning soldiers. On the weekend generally you can find Charlotte out sailing or spending time with her beloved animals.
- Bachelor of Law, Western Sydney University
- Bachelor of Arts (Psychology), Western Sydney University; and
- Graduate Diploma of Legal Practise, College of Law.
Contact Charlotte O’Connor
Contact Charlotte today to chat about your Wills & Estates matters.