Charlie Fraser

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.