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Charter Financial Planning

Charter is wholly owned by the National Mutual Life Association of Australasia Ltd (NMLA) and is a member of the AMP Group, an international financial services organisation.The AMP Group includes companies formerly part of the Australian and New Zealand operations of AXA Asia Pacific Holding Limited.

One of Australia’s leading financial organisations, Charter Financial Planning has been operating since 1996. Charter holds an Australian Financial Service Licence and can offer a range of financial services listed within this FSG.

Charter is a principal member of the Financial Planning Association (FPA) and as such, Charter Financial Planning and its financial advisers have adopted the FPA’s Code of Ethics and rules of professional conduct.

Charter Financial Planning Limited
ABN 35 002 976 294
Australian Financial Services Licensee
Licence Number 234 665
Principal Address: 33 Alfred Street
Sydney   NSW   2000

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