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Approved Product List (APL)
A range of products from
major companies, as researched and approved by Charter Financial
Planning*
The list of investment products and services
that are available on the open market is long
and diverse. For the average person, choosing
the right investment product to suit their
financial needs can be an extremely daunting
task.
It
is the role of the financial adviser to know
what products are currently available and that
will suit your investment goals and needs. At
Quantum Planning, we pride ourselves
in providing experienced and knowledgeable
advisers with a comprehensive support system.
Quantum Planning is a member of the
AXA
Financial Advice Network (FAN). As a member of
FAN, we are provided with an Approved Product
List (APL). This list has been composed by one
of Australia’s largest and most experienced
group of financial advisers.
Included in this list are products from leading
investment firms such as:
Several APL’s are available for the different
fields of investment. These fields include:
Having a professional financial adviser
thoroughly evaluate your financial situation and
then align the right products to suit your
investment needs will result in a stable and
prosperous result.
If
you would like one of our advisors to contact
you directly to discuss how we can help you, our
details are available through
CONTACT US.
*list is subject to
change
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