Charter PointFinance

Charter Point Finance

Adam Bacic

Finance for High-Performing Professionals.

Charter Point Finance is a Melbourne finance brokerage run by Adam Bacic, helping doctors, engineers, accountants, lawyers, architects and software and cybersecurity professionals with home, investment, commercial and equipment finance across Australia.

Based in Melbourne and helping clients across Australia.

Adam Bacic, finance broker at Charter Point Finance

Experience

Why professionals work with me

Nine years in finance, mostly inside the banks, working with medical, construction and professional-services clients, plus public-practice accounting experience.

On the engineering side: years working with civil and construction clients and currently studying engineering.

$200M+
in lending settled across commercial and SME clients during a banking career
170+
finance approvals delivered for small businesses in under five years

The person behind your finance

I understand that a roster, a contract or a practice's accounts rarely tells the whole story. My focus is on presenting your income clearly, finding a structure that fits your plans, and giving you time back for your patients, clients and projects.