Hire the Best Financial Services Freelancers
in Australia

I am a professional manual FX trader with over 20 years experience within Financial Markets across four of the big four Australian banks. I am an experienced and reliable freelancer on Upwork since 2022 with numerous positive feedback and over 20k USD achieved. Obviously, in this line of work you'll have clashes of personalities. NB: I am only taking on clients who genuinely want to learn, be successful and grow. I'm more than happy to help if you become a trader by referring business I don't want. I have expertise in the following: * Investing or Trading in ASX listed products including Equities, Margin Lending, Superannuation, CFDs (Indices, Forex, Commodities) and international markets e.g. US. * Mentoring 1 on 1 traders * Assisting with EA algorithm projects * Trading video content * People leadership (7 years plus) * AML/CTF (since 2008) and Financial Crime During my Financial Services career, I have held several leadership roles across Stockbroking, Investment Lending, Wealth Management, Financial Crime, Private Wealth, Share Registry and CFDs (trading).

I’m an experienced freelancer and digital marketer, serving as a fractional digital marketer at Berkeley Windsor since 2016. I combine deep channel expertise—SEO (technical, on-page, off-page), content, CRO, Google Ads, and Meta—with a strong business lens. I’m the founder and CEO of several companies and hold an MBA from the Australian Institute of Business, so my strategies are built to move real commercial metrics, not just vanity KPIs. I’m new to Upwork, but certainly not new to freelance or fractional work. For years I’ve partnered with founders and teams to design strategy, implement clean tracking (GA4/GTM), run disciplined tests, and scale only what hits CAC/ROAS targets. Whether you need a hands-on operator, a strategic growth lead, or both, I plug in fast, align on goals, and deliver measurable outcomes. If you’re looking for a practitioner who understands both the numbers and the narrative—and can turn marketing into predictable growth—I’d love to connect.

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Clients don't hire me because they need more content. 𝗧𝗵𝗲𝘆 𝗵𝗶𝗿𝗲 𝗺𝗲 𝗯𝗲𝗰𝗮𝘂𝘀𝗲 𝘁𝗵𝗲𝘆 𝗻𝗲𝗲𝗱 𝗯𝗲𝘁𝘁𝗲𝗿 𝘁𝗵𝗶𝗻𝗸𝗶𝗻𝗴. I'm an executive ghostwriter, content strategist and Executive AI Advisor specialising in thought leadership, white papers, research reports, executive communications, and investor narratives, all supported by AI strategy and Augmentation. I help founders, executives, and leadership teams communicate complex business, financial, and technology concepts with clarity while using AI to improve research, decision-making, and productivity. With 20+ years in corporate finance and funding, working with such names as GE Capital, HSBC and Lloyds Bank International, followed by more than a decade advising AI, blockchain, fintech and emerging technology ventures, I combine commercial judgement with executive writing, strategic content and practical AI expertise. Whether you need a white paper, financial research report, investor presentation, executive ghostwriting or one-to-one AI advisory, my focus is always the same: 𝗵𝗲𝗹𝗽𝗶𝗻𝗴 𝘆𝗼𝘂 𝘁𝗵𝗶𝗻𝗸 𝗺𝗼𝗿𝗲 𝗰𝗹𝗲𝗮𝗿𝗹𝘆 𝗮𝗻𝗱 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗲 𝘄𝗶𝘁𝗵 𝗴𝗿𝗲𝗮𝘁𝗲𝗿 𝗶𝗺𝗽𝗮𝗰𝘁. H̲o̲w̲ ̲I̲ ̲C̲a̲n̲ ̲H̲e̲l̲p ✍️ Executive Ghostwriting & Thought Leadership I work with founders, executives and subject matter experts to transform complex ideas into clear, credible and influential content. My skills include: - Executive ghostwriting - White papers - Research reports - Executive LinkedIn thought leadership - Articles and opinion pieces - Keynote speeches - Executive presentations 📊 Strategic Content & Research I specialise in producing research-driven content that combines commercial analysis with clear communication. This includes: Financial research Digital assets & blockchain AI & emerging technology Fintech Industry reports Executive summaries Market positioning My role is not simply to write. It is to translate complex ideas and information into content that investors, executives, boards and regulators can quickly understand and act upon. 💰 Investor Communications Having spent more than two decades in corporate finance and business development, I understand how investors evaluate opportunities. I help founders communicate their businesses through: - Investor narratives - Pitch decks - Executive summaries - Capital raising documentation - Strategic positioning - Research support 🧠 Executive AI Advisory AI is changing the way we all make decisions. It's changing executive research, communication, and decision-making. Having been an AI practitioner for 4+ years and writing on AI and ML for 6 years, I help leaders integrate AI into their day-to-day work through practical workflows that improve productivity, consistency and decision quality. Areas include: - Executive AI coaching - AI workflow design - Research augmentation - Strategic analysis - Executive productivity - Human + AI operating models 𝗜 𝘁𝗵𝗶𝗻𝗸 𝗼𝗳 𝗔𝗜 𝗮𝘀 𝗮𝗻 𝗲𝘅𝗲𝗰𝘂𝘁𝗶𝘃𝗲 𝗲𝘅𝗼𝘀𝗸𝗲𝗹𝗲𝘁𝗼𝗻. It should amplify your judgement, not replace it, placing you in the driving seat at all times to provide you with exceptional productivity benefits while maintaining your judgement. The future of AI belongs to those who make themselves irreplaceable Why Clients Work With Me One of my greatest strengths is translating highly technical, financial and strategic subjects into plain English without losing their depth or credibility. Whether I'm preparing an institutional research report, developing executive thought leadership, refining an investor narrative or coaching an executive on AI adoption, my objective is always the same: Help clients make better decisions through clearer thinking and stronger communication. Career Highlights 🏛 20+ years in Corporate Finance, Banking & Business Development 🚀 10+ years advising AI, Blockchain, FinTech & Emerging Technology ventures 📚 Author of books on blockchain and AI 🎤 Speaker at 130+ international conferences, executive workshops and industry events ⭐ Top-Rated freelancer with 100% Job Success on Upwork Whether you're looking for an executive ghostwriter, content strategist, research writer or Executive AI Advisor, I'd be delighted to discuss how we can work together.

Hi, I’m a content writer with a professional background in banking and personal finance. I specialize in creating clear, engaging, and easy-to-understand content on topics such as banking, budgeting, saving, investing, and financial literacy. Through my experience working in the banking industry, I have developed strong communication, research, and attention-to-detail skills. I enjoy taking complex financial concepts and turning them into content that is informative and accessible for everyday readers. Services I offer: • Blog and article writing • Personal finance content • Banking and investing content • Business writing • Editing and proofreading I am committed to delivering high-quality work, meeting deadlines, and providing a professional experience for every client.

Helping businesses build and implement SEO strategies that are actually made-to-fit and deliver real results. With 8 years of hands-on experience, I’ve worked with everyone from enterprise brands to small businesses and solopreneurs. What people say about me - ""Charlotte has been absolutely fantastic to work with. I can't recommend her enough. I will continue to use her services whenever possible. I should also state that despite the time difference, the communication with her is still fantastic. So don't let that hinder you if you're in NAM or EMEA." " "Charlotte did an amazing job on keyword research and content planning & strategy, with an extent of deliverables that exceeded my expectations greatly!" "With a white hat approach, Charlotte provides actionable insights while also considering the long-term impact on the brand and business." "Charlotte was very helpful, she identified the issues I was facing with SEO and clearly fixed them whilst giving me a plan for the future. Many thanks." SKILLS - SEO Audits - AI Visibility - On-page and off-page Search Engine Optimisation - Local SEO - Technical SEO - SEO Strategies - Keyword Research - Content Marketing Strategy - SEO Optimized Content Creation - WordPress - Shopify - Webflow - Wix/Squarespace I pride myself on being extremely professional and aim to always deliver a job well before a deadline. I am extremely proud of my personable yet professional manner and possess excellent communication skills. I look forward to working with you.