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Who is Charter
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  		• 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.
    Financial Planning Information
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  		• Preparing for Your Financial Planner
    The personal financial review process is one which begins with defining your needs, objectives and current situation.
  		• Selecting a Financial Planner
    How do you find a financial planner who is qualified to meet your needs?
  		• Financial Advice
    What is financial advice, benefits of financial advice and the process involved.
    Services Offered
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  		• Budgeting & Savings Service
    Saving - the secret to financial security.
  		• Debt Management
    Debt consolidation and product selection can assist managing debt.
  		• Estate Planning
    The creation, protection and distribution of your wealth
  		• Financial Protection
    Cope financially - whatever happens
  		• Insurance
    Your financial planner can help with general and health insurance
  		• Investment Services
    You don't have to be rich to be an investor
  		• Retirement Planning
    Enjoy your retirement through planning for the future
  		• Salary Packaging
    A tax effective way of getting more out of your pay
  		• Services Offered
    Charter Financial Planning offers a comprehensive range of services - from business development and marketing, to investment, research and technical advice.
  		• Superannuation Solutions
    Plan your super contributions and ensure you achieve your retirement goals
    Enquiries/Forms
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  		• Contact a Financial Adviser
    Make an appointment with a financial planner
  		• Customer Service Request
    Send a general query to one of our customer service representatives
  		• General Enquiry
    Send a general enquiry.
    Authorised Representatives
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  		• AXA Online
    Online access to your client and policy information
  		• Charter Authorised Representatives
    Charter Financial Planning is a wholly owned subsidiary of AXA. Together with AXA Financial Planning and Jigsaw Support Services, they form the AXA Financial Advice Network, which offers over 1000 advisers nationwide all the assistance they need to build and run a profitable business.
    Important Information
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  		• Charter Privacy Policy
    Outlines Charter Financial Planning's commitment to the Privacy Act (Private Sector) Amendment Act 2000 and how it manages and uses personal and sensitive information collected and held about customers.
  		• Disclaimer
    Disclaimer document outlining Charter Financial Planning's position on accuracy, reliability, completeness of information and other legal issues.
  		• Website Privacy Statement
    Outlines Charter Financial Planning's commitment to Privacy & Responsible Use of Information collected from our websites.
    		 

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    Who is Charter  | Financial Planning Info  | Services Offered  | Enquiries  | Authorised Reps  | Recruitment  | Important Information

    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.