Charles Badenach

Main Street Financial Solutions Pty Ltd

5.00
24 Reviews
Platinum
22 Yrs Experience
Hobart, TAS 7000

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.

Expertise

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

My fees

I offer a free initial consultation for potential new clients.

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.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 24
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualifications
    • Graduate Diploma of Applied Finance and Investment
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Main Street Financial Solutions Pty Ltd

Level 2, 144 Collins Street
Hobart, TAS 7000

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Integrity Financial Planners Pty. Ltd.

AFSL 225051