Charlie Fraser
Financial Adviser
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About
Charles Fraser is an ASIC-registered financial adviser based in Milton, QLD, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Business (Marketing) from Queensland University of Technology (1998) and a Diploma of Financial Planning from the Financial Planning Association of Australia (2003), Charles combines a strong understanding of financial principles with practical planning expertise. He further enhanced his knowledge with specialized training in Margin Lending and Geared Investments from Kaplan Professional (2010). As a member of the Financial Advice Association of Australia (FAAA), Charles adheres to the highest ethical and professional standards. He is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. This broad authorization allows Charles to create holistic financial strategies to meet your unique needs. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Investment advice • Retirement planning Whether you are planning for retirement, seeking to grow your wealth, or need guidance on protecting your assets, Charles can provide the expert advice you need. Contact Charles today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Charles Fraser offer?
Charles Fraser provides advice on superannuation, insurance, wealth management, investments, and retirement planning. He is authorized to advise on a broad range of financial products including Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities.
What are Charles Fraser's qualifications and experience?
Charles holds a Bachelor of Business (Marketing) from Queensland University of Technology and a Diploma of Financial Planning from the Financial Planning Association of Australia. He also has specialized training in Margin Lending and Geared Investments from Kaplan Professional. He has been providing financial advice since 2003.
What can I expect during my first consultation with Charles Fraser?
During your initial consultation, Charles will take the time to understand your financial situation, goals, and risk tolerance. He will then discuss potential strategies and solutions tailored to your specific needs. This is also an opportunity for you to ask any questions you may have.
How does Charles Fraser stay updated with changes in the financial industry?
Charles is a member of the Financial Advice Association of Australia (FAAA) and participates in ongoing professional development to stay current with the latest industry trends, regulations, and best practices. This ensures he provides you with the most accurate and relevant advice.
How does Charles Fraser get paid for his advice?
Charles operates on a fee-for-service basis, and the fees will be transparently discussed with you upfront. This ensures that his advice is unbiased and aligned with your best interests.
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