We are Authorised Representatives (Financial Advisers) of Charter Financial Planning Ltd (Charter), the Australian Financial Service Licensee.
Charter is a leading financial planning organisation in Australia and has been operating since 1996. Charter Financial Planning provides both personal and general advice and can offer a range of financial services that are listed within the Financial Services Guide (FSG).
As a principal member of the Financial Planning Association (FPA), Charter, and their financial advisers, have adopted the FPA’s Code of Ethics and rules of professional conduct.
Charter Financial Planning is a member of Akumin Pty Limited & Entireti. Akumin strongly supports choice for people, in turn, allowing Charter's financial advisers to provide a unique service, with your best interests at heart.
