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Financial Services Guide Part A

This guide contains information about:

  • Charter Financial Planning

  • Your financial adviser

  • The financial planning services and products your financial adviser can provide

  • How Charter Financial Planning, your financial adviser and other related parties are paid for the financial planning services provided to you

  • Any associations or relationships that could create potential conflicts of interest

  • Details of who to contact should you have a complaint

click here to download - (100 Kb)

Financial Services Guide Part B

This guide must be read in conjunction with the financial adviser profile as it forms part of this financial services guide. The financial adviser profile provides more detailed information about your financial adviser such as their contact details, the types of financial services they can provide and details of fees and charges.

Bradley Richards - FSG
     click here to download - (100 Kb)

David Jenkins - FSG
     click here to download - (100 Kb)

Kerry Bennett - FSG
     click here to download - (100 Kb)

Louis Grey - FSG
     click here to download - (100 Kb)

Mark Shepherd - FSG
     click here to download - (100 Kb)

Brochures & Information Packs ...

Coming soon ...

Charter Financial Planning Limited ABN 35 002 976 294
Australian Financial Services Licensee
Licence number 234665
Principal Address:
Level 3 447 Collins Street GPO Box 2830AA Melbourne Victoria 3000

Quantum Planning Solutions Pty Ltd, T/A Quantum Planning, is a corporate authorised representative of Charter Financial Planning Limited ABN 35 002 976 294. Australian Financial Services Licensee Licence number 234 665

Financial Services Guide - Download PDF

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