CQAP accreditation

Every effort is made to provide services that provide you with more value, independence and control over your money and future. Your expectations are the highest priority at Charter Financial Planning. By continually measuring the expectations and satisfaction of our clients, we empower our advisers to work hard and deliver relevant services that are effective to your needs.

In addition to requiring attaining a CERTIFIED FINANCIAL PLANNER? certification, Charter's Certified Quality Advice Practice endorsement acknowledges the highest professional standards in:

  • customer service
  • business management
  • technical knowledge
  • commitment to compliance
  • dedication to ongoing professional development
  • overall experience in delivering quality financial advice.

Email us or call on 1800 106 017 to speak with about your situation.