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CHARTER FINANCIAL PLANNING LIMITED
AFSL 234665 · ABN 35002976294 · SYDNEY, NSW · Licensed since 2004
InstitutionalNational
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231
Advisers
18.4 yrs
Avg. adviser experience
8
States
7%
New advisers in past 2yrs
Authorised to advise on
Key authorisations
✓ Derivatives✓ Margin Lending
Standard authorisations
✓ Securities✓ Superannuation✓ Life Insurance (Risk)✓ Life Insurance (Invest)✓ Managed Investments✓ IDPS✓ Government Bonds✓ Deposit Products✓ RSA
Adviser community
FAAA 7%
% of current advisers holding each professional membership
States: ACT, NSW, NT, QLD, SA, TAS, VIC, WA
Corporate group: AKUMIN PTY LTD
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