Who is Charter Financial Planning?

 In the interests of keeping our fees at an affordable level, we outsource a number of functions, which would be too expensive for us to deal with in-house. The organisation that we have chosen to partner with is Charter Financial Planning Limited.

We have chosen Charter because of the quality, accuracy and reliability of the services they provide to us.

Charter Financial Planning is a member of the AMP Group. The Amp Group includes companies formally part of the Australian and New Zealand operations of Axa Asia Pacific Holdings Limited.

Charter Financial Planning is one of Australia's leading financial planning organisations and has been operating since 1996. Charter Financial Planning holds an Australian Financial Service License for providing both personal and general advice and can offer a range of financial services that are listed within this FSG.

Charter Financial Planning is a principal member of the Financial Planning Association (FPA) and as such, Charter Financial Planning and their financial advisers have adopted the FPA's Code of Ethics and rules of professional conduct.

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