The AFA recognises advisers who sit at the very pinnacle of their profession and believes that rewarding excellence is integral to building a strong and diverse profession. The accolate of ‘Adviser of the Year’ and ‘Practice of the Year’ is awarded to extraordinary and visory advisers and practices, recognising qualities of leadership, innovation, customer focus and professional excellence – true leaders in advice. AFA Award winners and finalists lead the way to create a more trusted, robust and diverse profession that continues to raise the bar of the profession.
The work bit
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.
The personal bit
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.
MEDIQ is a national business under the leadership of Ravi Agarwal focused on servicing the medical community across Australia.