Australian Financial Services Licensee

Established in 1997, Charter Financial Planning is an Australian Financial Services Licensee. Within the financial planning industry, Charter is referred to as a “Licensee group”. This licence means that Charter has the authority to recommend investment and financial planning solutions to clients.

Charter Financial Planning provides strong infrastructure and back-office support to its financial planner network, and ensures that compliance requirements are met. Our financial planners undergo rigorous accreditation plus extensive ongoing training, and are provided with technical, research and strategic support.

A Network of Professional Financial Planners

Charter financial planners, also known as “Authorised Representatives of Charter Financial Planning” or simply “authorised representatives”, are financial planners who provide you, the client, with financial planning advice.

In line with our professional approach towards the discipline of financial planning, Charter is a principal member of the industry’s professional body, the Financial Planning Association (FPA).

All our authorised representatives:

• are practising members of the FPA;
• observe a strict and comprehensive Code of Professional Conduct, which sets minimum acceptable levels of service; and
• undergo a rigorous accreditation process and extensive ongoing training.