Charlotte Evrard
Senior Paraplanner
Charlotte's qualifications
At work
Charlotte is a Senior Paraplanner based in our Perth office. She has been a highly valued member of the bdhSterling team since joining us in 2018, having been in advisory and management roles within the business.
With over 15 years of industry experience and a strong technical background, Charlotte plays a key role in supporting our advisers to deliver clear, accurate, and personalised financial strategies. She is a UK-qualified Chartered Financial Planner and also holds the necessary accreditations to provide advice in both the UK and Australia.
Charlotte’s deep understanding of the UK pension landscape, combined with her cross-border expertise, makes her an integral part of the team, particularly in areas such as pension transfers, investment analysis, and retirement planning.
Outside of work, Charlotte enjoys learning French, gardening and good food with friends.
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Important Information about our Financial Planning Team
In the UK the term “Financial Planner” refers to professionals who meet UK regulatory and qualification standards, including FCA requirements. Our UK team members hold appropriate certifications and adhere to local regulations. For easy identification, our UK advisers will have (UK) at the end of their title.
In Australia the titles “Financial Planner” and “Financial Adviser” are legally restricted under the Corporations Act. Only ASIC-registered professionals listed on the Financial Adviser Register may use these titles when providing personal advice. Our Australian team complies fully with these requirements, and their credentials can be verified via the ASIC register.