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Our People

CHARMAINE CURTAIN

Principal Wealth Adviser
Practice Principal

Financial & Investment Planning Experience

With over 20 years of experience in the financial services industry, including nine years as a senior financial planner for Deutsche Bank, Charmaine Curtain has provided expert advice to senior executives, professionals, business owners, wealth accumulators, retirees, divorcees and widows.

Her contributions to industry development through the design of innovative solutions tailored to her clients’ individual needs led to her being recognised as 2008 Advisor of the Year, ahead of more than 200 other candidates Australia wide. Her business was also awarded the Godfrey Pembroke Premier Practice Award in 2006.

Charmaine believes that being comfortable with your asset allocation and having a clear direction of where you are headed are vital aspects of sound and secure investing. These, combined with clearly defined goals, sound technical strategies and tax effective structures, provide an excellent basis for meeting lifestyle goals.

Charmaine recognises that personal service and genuine consultation will always determine the success of a long term financial planning relationship. Charmaine also assists family groups and provides advice on intergenerational wealth transfer.

Charmaine is closely involved with a number of business development groups and has been a  board member on an industry round table. She also directly supports a Vietnamese orphanage through business profits and participates with local community groups during her spare time. She is a Member of the Australian Institute of Company Directors, is a member of Women in Finance and the Bayside Business Network.