PHONE: Brisbane (07) 3391 3511 ● Gold Coast (07) 5532 3282 ● Int'l +61 7 5532 3282

PRIVACY POLICY

DISCLAIMER

This website provides materials for download, in Adobe PDF format.

Click on the button below to download the latest version of Adobe Reader.

What Is A Financial Planner?

A Financial Planner or Personal Financial Planner is a practicing professional who helps people to deal with various personal financial issues through proper planning, which includes, but is not limited, to these major areas:

• Cash Flow Management

• Education Planning

• Retirement Planning

• Investment Planning

• Risk Management and Insurance Planning,

• Tax Planning,

• Estate Planning, and

• Business Succession Planning (for business owners).

The work engaged in by this professional is commonly known as personal financial planning. In carrying out the planning function, he/she is guided by the financial planning process to create a detailed strategy tailored to a client’s specific situation, for meeting a client’s specific goals.

Source: http://en.wikipedia.org/wiki/Financial_planner

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