Charles is a certified financial planner, having worked as a financial planner for over 14 years. He previously worked in the legal profession with a major law firm and was admitted as a Practitioner of the Supreme Court of Tasmania and the High Court of Australia. Charles has a combined Bachelor of Arts and Laws Degree and a Graduate Certificate in Legal Practice from the University of Tasmania. He has also completed the Diploma of Financial Planning from Deakin University, the Graduate Diploma in Applied Finance and Investment through the Securities Institute and the Institute of Company Directors Diploma Course. Charles is also an accredited FPA Life Risk Specialist.
Charles has won a number of industry awards for his work in the financial services industry including:
- Association of Financial Advisers (AFA) Excellence in Education Award 2015
- Independent Financial Advisers (IFA) Excellence Awards - Innovator of the Year 2014
- Association of Financial Advisers (AFA) Excellence in Education National Finalist 2014
- Financial Standard Innovation, Leadership and Excellence in Social Media Award 2012
- Money Management Australian Financial Planner of the Year 2011
- Financial Planning Association (FPA) Future2 Community Best Practice Award 2011
- Financial Planning Association Value of Advice National Award in the Pre-Retirement Category 2010
In addition to this, Charles was runner up for Tasmania in the 2012 FPA Certified Financial Planners Best Practice Award. Charles has also written a self-help financial book “Old Head on Young Shoulders” which made the national best seller list.
Charles is an associate member of the Financial Planning Association of Australia, the Association of Financial Advisers and the Law Society of Tasmania. Charles specialises in providing financial planning, insurance and investment advice for clients throughout Australia.
Main Street Financial Solutions was established as a boutique fee for service business with the objective of providing professional, personalised, accessible and cost effective advice. There is no cost for the initial appointment as we need to invest time in you to understand your personal circumstances, needs and objectives before we do anything. Costs will be discussed at the initial meeting.
Getting financial advice to manage my portfolio is something I always mean to do but never get around to it. After meeting Charles at the complementary meeting I felt 100% sure I had made the right decision. Charles is very warm and welcoming and went above and beyond my expectations. I would strongly recommend him to anyone who is looking for professional financial planning.
Main Street Financial Solutions is a financial services organisation that is professional, client focussed, team based, and are always looking at ways in which they can improve the client experience. I have referred by parents to see Charles and Rebecca in relation to their financial affairs and I will continue to refer family and friends to them where appropriate. A great business run by great people that gives their clients a great outcome.
I work with Charles and Rebecca at Main Street, and enjoy working with them both. Having a team based approach is really what sets them apart from other advisers. They have provided me with a long term strategic plan that will enable me to live the life I want to live and also assist in leaving a legacy for my son. I would highly recommend them to any prospective client. See https://www.youtube.com/watch?v=UVx-l8ymxiQ
Charles was referred to us by a friend and we are forever grateful for this. Prior to meeting Charles we had met with 3 other financial advisers and the difference was amazing. Charles focused on getting an understanding on what we wanted and took the time to really get to know us.
Charles provides financial advice to my family and we have found him to be totally professional, independent , with advice that suits our circumstances. He is always prompt with providing his advice and answering our questions. I would have no hesitation in recommending him and if you were considering using him , I would be available to discuss any aspect of his service. Tim Johnstone - 0418395157
- Adviser status Platinum
- Number of reviews 24
- First year providing advice 2000
- Years of experience 24
- Graduate Diploma of Applied Finance and Investment
- Certified Financial Planner (CFP)
Main Street Financial Solutions Pty LtdLevel 2, 144 Collins Street
Hobart, TAS 7000
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Integrity Financial Planners Pty. Ltd.