CF
Charlie Fraser
Principal Private Wealth Adviser at Shadforth Financial
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Work Experience
Jul 2017 - Present · 7 years and 5 months
Principal Private Wealth Adviser
Jul 2021 - Present · 3 years and 5 months
Private Client Adviser
Jul 2017 - Present · 7 years and 5 months
Lyndhurst Group
Director, Principal
Nov 2015 - Jul 2017 · 1 years and 8 months
Company Details
201-500 Employees
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
Year Founded
1924
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
Level 17, 100 Pacific Highway North Sydney, NSW 2060, AU
Keywords
Financial Advisory and Planning Services
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