Charter - How can a Charter Financial Planner Help?

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How can a Charter Financial Planner Help?

Working out exactly how much you should contribute to super and which superannuation vehicles are best for you can be difficult. Your financial planner can help prepare a structured superannuation solution tailored to your particular needs.

Charter financial planners can assist you with a number of areas of superannuation including:

employer funded superannuation;
employee funded superannuation;
industry superannuation funds;
rollover funds;
salary packaging; and
do it yourself (DIY) superannuation funds.

Note: Charter financial planners have access to a wide variety of generic and specialist training. The level of training achieved by individual financial planners determines the areas of advice they can give. For more information on the specific advice areas dealt with by your financial planner, please contact them directly.

Charter Financial Planning Limited ABN 35 002 976 294 AFS License No. 234665
Registered Office: AXA Australia Centre, 750 Collins Street, Melbourne, Vic 3008
As at 30th March 2011, AXA Asia Pacific Holdings Limited and all of its Australian and
New Zealand subsidiaries ceased to be members of the Global AXA Group and became members of the AMP Group.