
Charlie Roberts
Senior Commercial Analyst
Charlie Roberts joins MedX Finance with over 7 years of specialised experience in healthcare banking. Holding a Master of Applied Finance (With Distinction) and a Bachelor of Commerce in Accounting and Finance, he brings a strong background in commercial banking for complex transactions, including practice purchases, property acquisitions (both owner-occupied and investment), and SMSF transactions.
With his experience at BOQ Specialist, where he progressed from lending operations to front-line management, Charlie has a deep understanding of the process, products, deal structuring, and banking requirements. He is dedicated to being a client advocate, providing detailed, transparent, and informative solutions that make clients comfortable with every aspect of their financial decisions.
Outside of work, Charlie enjoys watching Formula 1, netball, and hiking. His combination of industry-specific expertise and client-focused service makes him an invaluable asset for medical, dental and veterinary professionals navigating their commercial lending journey.
Contact Charlie directly:
Email: Charlie@MedXFinance.com.au
Get in touch with Charlie
How MedX Finance can help you
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Practice Finance
Practice Finance made simple, We’ll guide you through every step to bring your ambition to life
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Home Loans
Customised home loan solutions for Medical Professionals
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Car Finance
Car finance that unlocks the drive of a lifetime for Medical professionals
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Equipment Finance
Give more to your customers with the right equipment & we’ll ensure the finance is right for you
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Commercial Loans
Our specialists will help navigate the complexity of commercial loans and ensure a solve for your specific needs.
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Self-Managed Super Fund
Leveraging your SMSF to unlock your next steps? We’ll help you navigate the complexities
