Charlotte is the Pension Transfer Specialist for bdhSterling. She began her career in financial services in 2007 as an administrator for a UK financial services provider and has since honed her skills as a UK pension paraplanner and technical specialist.
Charlotte possesses a deep understanding of the nuances of the UK pension environment which allows her to provide the advice team in Australia with advanced technical knowledge to support our recommendations. Many of our clients may not have the opportunity to meet Charlotte face to face, but she provides peace of mind that bdhSterling is delivering high quality advice for our cross-border clients.
Charlotte is a UK qualified Chartered Financial Planner and is qualified in Australia with the Diploma in Financial Advice. She has also achieved a Certificate in Discretionary Investment Management.
Back in 2011, Charlotte travelled to Australia on a working holiday for 2 years and enjoyed the experience so much she has just made the move from our UK office to our Perth office in Western Australia.
Title: Pension Transfer Specialist