Shadforth Financial Group Ltd
Charlie Fraser is a seasoned financial professional currently serving as the Principal Private Wealth Adviser at Shadforth Financial Group Ltd since July 2017, where a family-centered approach to managing personal injury compensation payments is emphasized. Prior to this role, Charlie was the Director and Principal at Lyndhurst Group, which also joined Shadforth in 2017. Previous experience includes a tenure as Senior Adviser at Perpetual Private, where significant client successes in financial restructuring were achieved, and as Financial Planning Manager at National Australia Bank. Educational background includes participation in the High Potentials Leadership Program at Harvard Business School and a Bachelor of Business in International Business and Marketing from Queensland University of Technology. Additional qualifications comprise a Diploma of Financial Planning from Deakin University.
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Shadforth Financial Group Ltd
Shadforth is a highly awarded wealth management and advisory firm specialising in the provision of implemented advice, and service to private clients and organisations throughout regional and mainland Australia. Our collective heritage dates back to 1924 with the establishment of Shadforths Limited, a boutique stockbroking firm in Hobart. Shadforth Financial Group was established in April 2008 through the merger of 14 specialist firms. These 14 firms were united by a vision and passion for client focussed advice and the need to extend their individual capabilities by joining forces. Individually and collectively, we have established a track record of success, working with a diverse group of non-for-profit organisations and private clients. Our focus on providing transparent fee-based advice means we can make a real difference to our clients' outcomes. Our highly-qualified advisers offer personal financial advice, solutions and services that are tailored to each client’s unique set of circumstances and objectives. When you become a Shadforth client, we put you and those important to you, in control of your finances so you can enjoy the really important things in life. ABN 27 127 508 472 AFSL/ACL 318613 Part of the IOOF group