CharterFP provides CWM and your adviser with the legislative updates, ongoing training, and other assistance to maintain a high level of competence in the ever changing legislative environment that we currently operate within.

CharterFP also completes a comprehensive audit on the client files of CWM annually to ensure that they are providing complete and accurate advice to their clients. Many clients view this as a guarantee of assurance.

Our selection of recommended products is provided through Charter Financial Planning by way of an approved product list, from which we select products to recommend to you. This approved product list is thoroughly and continuously researched to ensure these companies have a solid financial foundation, to minimise business and financial risk associated with investing. This approved product list contains both retail and wholesale products from companies in the AXA group (as CharterFP is owned by AXA Australia) as well other companies such as Colonial, ING, Perpetual, Asteron, Tower and MLC.

CWM regards being licensed through a large Financial Services Licensee, such as CharterFP, as a considerable value add to our clients, in that it allows CWM to leverage off the experience and knowledge of the group, resulting in an improved overall benefit to our clients.

A copy of our Financial Services Guide is available via the FSG link on this website under the Licensee menu tab. The FSG outlines our fee structures and areas of advice expertise. All advice is given in accordance with this Financial Services Guide.

Charter Financial Planning Limited
ABN 35 002 976 294
Australian Financial Services Licensee
License Number: 234665

Principal Address:
Charter Financial Planning
Level 9
750 Collins Street
Docklands Victoria 3008

http://www.charter.com.au/

Download the Financial Services Guide