Private Client Adviser
Charlie is a Private Client Adviser in the Brisbane office specialising in family advisory services.
Education and experience
Charlie has a 20-year career in trustee services, high net worth advice, investment advice and banking with two of Australia’s most respected financial institutions. Prior to joining Shadforth in 2017, Charlie was the principal of Lyndhurst Family Advisory, which he established with the intention of empowering people in difficult circumstances.
Charlie’s practice is unique in that it combines financial services with human services through wellbeing advocacy. He brings with him an extensive network of wealth, health and legal professionals whom he accesses to help families achieve the best outcomes for the injured person and family.
Charlie also has a professional interest in assisting families of significant wealth who wish to create multi-generational legacies. He does this by combining human services to gain a deep understanding of the values that drive his clients’ financial decisions.
Charlie attended Harvard Business School in 2012 to complete the High Potential Leadership Program. He holds a Bachelor of Business from Queensland University of Technology and has completed the Diploma of Financial Planning at Deakin University. In 2017, Charlie was the named Financial Adviser of the Year by the Association of Financial Advisers (AFA) and Financial Planner of the Year by Money Management. These prestigious awards recognise the unique practice he created initially as Lyndhurst Family Advisory and has continued with Shadforth.
Outside of work
Away from work, Charlie enjoys spending time with his wife and three children, fishing, playing golf and travelling. Charlie and his wife established a charitable endowment some years ago, The Fraser Family Endowment, to fund issues that matter to them, such as cerebral palsy.