Charles Badenach

Main Street Financial Solutions Pty Ltd

Platinum

24 Yrs Experience

Hobart, TAS 7000

About Charles
Reviews
Work history & education
Leave a review
Back to search results

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.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Redundancy
Aged Care
Small Business Advice
Tax Strategies
Growing Assets
Wills & Estates

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.

5.00 August 2018

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.

5.00 March 2017

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.

5.00 January 2017

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

5.00 October 2016

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.

5.00 September 2015

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
Rating 5.00
Number of reviews 24
First year providing advice 2000
Years of experience 24
Highest qualifications
- Graduate Diploma of Applied Finance and Investment
- Certified Financial Planner (CFP)
Language spoken
- English