Charlie Fraser

Charlie Fraser is one of Australia's most experienced and highly recognised personal injury compensation advisers, complemented by his extensive experience advising ultra-high-net-worth families. is expertise in multi-generational succession planning helps clients preserve wealth, purpose and family harmony across generations, ensuring every decision supports long-term security, continuity, and the enduring legacy of those he is privileged to advise.

Investment Style

Charlie follows an evidence-based investment approach built on academic research and proven market principles. By focusing on factors that drive long-term returns and maintaining disciplined diversification, he constructs portfolios with the highest probability of meeting clients' goals. His process rejects speculation, instead aligning each portfolio with purpose, efficiency, and enduring confidence through all market conditions.

Services and Specialties

Superannuation Advice

Self-Managed Super Funds

Investment Advice

Wealth Management

Financial Planning

Retirement and Estate Planning

Industry Experience

Sectors Covered

Charlie Fraser's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Margin Lending and Geared Investments

Bachelor of Business (Marketing)

Associations

Financial Planner AFP member of FAAA

Competencies

Managed Investments

Margin Lending

Superannuation

Life Insurance

Securities

Generic