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).

Former CPA and native English speaker with 20 years of corporate finance experience across global and national leaders, including Goldman Sachs, Marks & Spencer, and Tabcorp. I partner with discerning financial service clients - including investment research houses, fintechs, and AP-syndicated publishers - who require more than just "content." I provide the strategic frameworks and technical rigor necessary for organisations that cannot afford to get the message wrong. In a market saturated with generic, low-quality output, I bridge the gap between complex financial data and authoritative, on-brand messaging. My work focuses on three core pillars: Strategic Advisory: Defining the message, audience, and technical calibration to ensure content drives commercial objectives. Governance & Frameworks: Building toolkits, SOPs, and editorial standards that make high-quality, technically sound communication repeatable. Technical Delivery: Producing high-stakes editorial and research-driven pieces where accuracy, judgment, and institutional voice are non-negotiable. Whether you need to inform investors, support decision-makers, or build trust with a sophisticated audience, I help you get the message right before it goes out. If you are tired of burning time and effort rewriting poor-quality submissions or managing inconsistent narratives, I provide the professional, accurate delivery you need to move your pipeline forward without friction. My goal is simple: providing institutional-grade clarity to quality clients. ---------------------------------------------------------------------------------------------------- Formerly a finance manager and corporate business partner, I have expertise in leading financial planning, analysis, and commercial decision-making within complex organisations. I can guide your team through designing and implementing processes and controls to ensure strategic targets are delivered. I specialise in partnering with technology business units and have extensive experience with the intricacies of accounting and finance matters relevant to IT departments. Areas of expertise include capex and opex management, project partnering, business case development, finance training, policy development, and accounting for all things technology - including software development methodologies, digital transformations, Agile integration, and much more. ---------------------------------------------------------------------------------------------------- PLEASE READ BEFORE SENDING INTERVIEW REQUESTS Due to the volume of requests, I kindly ask that any interview requests or emails "reaching out to discuss" articulate as clearly as possible, the brief, a practical estimate of the amount of work required (words, hours, etc), and any necessary budget. Doing so will ensure that I can give your proposal the appropriate consideration.

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.

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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