Charlotte is a Pension Transfer Manager at bdhSterling and is based in our Perth office. She is a UK qualified Chartered Financial Planner and started her career in financial services in 2007. In 2018 Charlotte moved to Australia and has since obtained the relevant qualifications to allow her to give advice in both the UK and Australia. Charlotte is also responsible for building long-lasting relationships with our professional network, providing pension transfer work for their clients.
Charlotte possesses a deep understanding of the nuances of the UK pension environment which allows her to give advanced technical knowledge to support our recommendations.
What’s your best tip for anyone moving to Australia?
Enjoy the outside as much as you can
What gives you the most satisfaction about your work?
Helping others achieve their financial goals and educating them on finance
What’s the best thing about working for bdhSterling?
The fact that we are one team across our worldwide offices
What’s the best thing about living in Australia?
The wildlife, sun and sea
What’s your best financial tip for anyone moving from the UK to Australia?
Stop converting everything back to GBP as soon as you can, otherwise you will be forever comparing
What do you miss about living in the UK?
Galaxy chocolate and having the history/architecture that Europe has
More of our Perth team members
Get to know a few more members of our team.