Experience

Main Street Financial Solutions AU

• Australia
• Financial Services
• 1 - 100 Employee

• Principal & Private Client Adviser

  • May 2014 - Present

  Main Street Financial Solutions is a boutique, privately owned, wealth management firm that is committed to forming long term relationships with clients to help them grow, protect and preserve their wealth. We understand that everyone has different personal circumstances, needs and objectives and accordingly, requires a tailored individual financial solution. We are able to offer these solutions in a fundamentally different environment to a large corporate institution where the focus on the client can often be lost with the competing demands of continual shareholder growth. We value our personal client relationships and aim to provide our clients with professional, personalised, accessible and cost effective strategic financial advice. Main Street Financial Solutions focuses on busy professionals, business owners, Self Managed Superannuation Funds and retirees. Main Street Financial Solutions was a national finalist in the 2016 Independent Financial Advisers Excellence Awards for the Boutique Business of the year, Small Business Champion Awards in 2018 and a State Finalist in the Employer of Choice Awards 2018. Main Street Financial Solutions Pty Ltd is a Corporate Representative of Integrity Financial Planners Pty Ltd ABN 71 069 537 855 AFSL 225051



Consultant

• External Presenter / Speaking Engagements

  • Jan 2006 - Present

  Charles is a regular speaker at National Conferences and Professional Workshops throughout Australia and the Pacific region using his experience as a successful financial planner who uses social media to entertain, and educate predominantly those in professional services. In addition to financial services, Charles has a strong interest in marketing, personal branding and using technology to improve the client value proposition . The content of each speaking topic varies depending on the forum and this is discussed and agreed in advance. In the event that you wish to use Charles’ services please contact him directly.



Shadforth Financial Group Ltd

• Australia
• Financial Services
• 200 - 300 Employee

• Certified Financial Planner and Principal

  • Dec 2000 - Jan 2014

  Shadforth Financial Group Limited is a national financial advisory firm which formed part of the ASX listed Shadforth Financial Group (SFW). Charles worked at the Shadforth Financial Group for over 13 years before resigning in January 2014 to pursue other financial planning opportunities in Hobart. During his time at Shadforth's Charles experienced first hand the growth of a business from a small boutique business to a nationally listed financial planning operation employing over 600 staff.



Murdoch Clarke

• Law Practice
• 1 - 100 Employee

• Senior Associate - Commercial Law Department & Financial Planner

  • May 1995 - May 2001

  Charles was a commercial lawyer providing strategic advice to clients on major financial transactions. Charles' major areas of practice included, - Commercial & Residential Property Transactions - Estate Planning & Estate Management - Business Structures - Commercial & Retail Leasing -Mortgages and property related securities Whilst working as a lawyer Charles developed a financial planning practice within Murdoch Clarke which was transferred to the Shadforth Financial Group.



Butler Mc Intyre & Butler

• Lawyer

  • Jul 1994 - Oct 1995