Charter Financial Planning is a subsidiary of The National Mutual Life Association of Australasia Limited, which in turn forms part of the Global AXA group. The AXA group is one of the world's leading financial services organisations, with presence in more than 60 countries and group assets of around AUD$1,295 billion.

Charter financial planners enjoy both Head Office and state based support with offices in every state and territory in Australia.

A comprehensive range of services is offered - from business development and marketing, to investment, research and technical advice. A selection of almost 400 products sourced from over 40 fund managers and life insurance companies are available for financial planners to choose from. The financial planners of Charter financial planning can offer a range of insurance, investment, superannuation and retirement income stream products. Charter maintains an Approved Product List (APL), containing a list of financial products that have been researched by a number of external research houses, and planners can only recommend products from this list without obtaining approval. A copy of the APL can be supplied to you upon request. Advisers can use only AXA owned administrative platforms (Summit, Generations and AXcess) without seeking approval. Financial planners have the opportunity to dual brand enabling them to retain the brand equity built up in their own practice.

Who Is Charter

	Charter Financial Planning
	Who is Charter Financial Planning and who are Charter financial planners
	Mission & Values
	Charter Financial Planning's mission statement and values
	The Charter Offer
	What Charter can offer you in helping you meet your financial goals.