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What Is A Financial Planner's Job Function?

A financial planner specializes in the planning aspects of finance, in particular personal finance, as contrasted with a stock broker who is only concerned with the actual investments, or with a life insurance intermediary who advises on risk products.

QPS has adopted the "6-step process" to providing the very best of services to all our clients:

Step 1 - Initial Meeting

Step 2 - Design Step 3 - Presentation Step 4 - Implement Step 5 - Lodgment & Follow-up Step 6 - Review Stage

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