About Charter Financial Planning
Kingston Financial Planning operates as corporate authorised representative of Charter Financial Planning Limited who in turn provides us commercial services to assist in running our practice.
Charter Financial Planning is a member of the Mutual Advice Partners Pty Ltd & Entireti.
Charter Financial Planning is one of Australia's leading financial planning organisations and has been operating since 1996. Charter Financial Planning holds an Australian Financial Service License for providing both personal and general advice and can offer a range of financial services that are listed in our Financial Services and credit Guide.
This relationship assists us to use efficient business systems that aim to keeping our fees at an affordable level as we are able to outsource a number of functions, which would be too expensive for us to deal with in-house. This relationship enables us to align our business to the values in a way that our clients expect to be treated.
We utilise software to assist in managing client portfolios where we receive regular download of data from selected investment and administration platforms including BT, AMP North, Macquarie, Asgard and AMP.
Charter Financial Planning provides the following range of services to our practice.
- Practice development support to assist us in managing our business
- Research and Approved product List
- Strategy and Technical support
- Continuing Education and Professional development and training
- Licensee Compliance services
- Fee for Service collection and brokerage handling facilities
Charter Financial Planning is an Australia Financial Services Licensee, Licensee Number 234 665. Principal Address: Level 10, 88 Phillip Street, Sydney NSW 2000
