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Charlotte Evrard

Senior Paraplanner

enquiries@bdhsterling.com

+61 8 6180 2555

Perth Office

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.

Google Reviews
Ian Goldney
If you are thinking of transferring a UK pension to Australia, I highly recommend bdhSterling. The process is complex but Charlotte at bdhSterling made it so simple for us by doing all the work, but with very good explanations of the steps being made for us and useful advice along the way. We received excellent service and we are very pleased with the outcome.
Alison Evans
Charlotte Evrard provided a seamless experience in transferring my UK pension to Australia. She was courteous, responsive, customer-focused and professional at all times. Importantly we trusted her expertise and knowledge of the process we were embarking upon which is protracted and requires regular communication. I can't speak more highly of her as a capable, affable and talented professional in her field. It was a pleasure to work with her and I am grateful to her for all her help in successfully transferring my pension.
Ade Reeves
Excellent service, Charlotte managed our UK pension transfer in a organised and professional manner, would highly recommend them.
Jeff Green
I had the pleasure of working with Charlotte Evrard and Daniel Wentworth in transferring a UKpension to my QROPS approved SMSF. Charlotte offered the highest standard of advice and attentive service and is a credit to the company. Daniel followed through with the transfer ensuring I was kept informed at all time as the progress - as it can be a lengthy process. I would recommend this team for their exceptional service, integrity and attention to detail. Great work guys. Thank you.
Mark P
My case was handled by Charlotte Evrard who is a UK registered financial advisor based in Perth and Simon Hussey who is an Australian registered financial advisor based in Melbourne. Both Charlotte and Simon are extremely professional and knowledgeable, they always responded promptly to any questions, provided me with regular status updates and made the whole process of restructuring my UK pensions into a single SIPP, stress-free.

Spotlight questions

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.

See full team

Cameron Allnutt

Paraplanning Manager

Simon Harvey

Group Managing Director

Rob Teune

Group Director of Financial Planning

Ané Lindenbaum

HR Business Partner

Kylie Watterson-Stocker

Operations Director (Australia)

Natasha Mackintosh

Business Operations Analyst

Steph Mills

Pension Transfer Specialist

John Harrower

Financial Services Client Experience Lead

John Vailes

Senior Financial Planner

Daniel Ash-Wentworth

Financial Planner

Rebecca Watson

Financial Planner

Gemma Spinks

Financial Planner

Andrew Oakley

Financial Planner

Charlotte Evrard

Senior Paraplanner

Jeanri Coetzer

Paraplanner

Brody Elliott

Senior Paraplanner

Mariah Perry

Client Service Officer

Jack Hart

Paraplanner

Natalie Healy

Paraplanner

Jessica Meehan

Paraplanner

Amit Patel

SMSF Assistant Accountant

Larissa Kelly

SMSF Administrator

Mikayla Harrower

Client Administrator

Aryan Pishan

Client Administrator

Lauren Watts

Client Administrator

Contact us

Email us +44 1372 724 249

    bdhSterling Ltd is Authorised & Regulated by the Financial Conduct Authority Registration | FCA Registration Number: 499460 | Company Number: 06849498. The Financial Conduct Authority does not regulate Tax or Estate Planning.

    bdhSterling AFSL Pty Ltd is authorised and regulated by the Australian Securities and Investment Commission (ASIC) and holds an Australian Financial Service License (AFSL) Number: 222266. Australian Business Number (ABN) 17 054 918 295.

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