Choose a Certified Quality Advice Practice.

When seeking financial Advice, it makes sense to choose a practice that you can trust to deliver the highest quality service and advice.

Our licensee has awarded us the Certified Quality Advice Practice accreditation, recognizing that our practice offers a ‘complete financial planning service’ with well-defined services expectations that you can access confidently.

This accreditation is based on the satisfaction of professional standards relating to the service, business management, technical knowledge, commitment to compliance and professional development and experience in delivering quality financial advice.

A Certified Quality Advice Practice offers you more

A complete financial planning service

High priority is placed on measuring customer satisfaction and expectations to ultimately offer our customers a better, more complete service.

Better understanding of your lifestyle needs

All authorised representatives complete a Client Questionnaire to better match product and service solutions to our customers needs.

Transparency of the service offer, qualifications, fees and charges

A transparent financial management service enables you to understand the process that underpins your financial planning decision and gives you confidence in your expectations.

To achieve this transparency, we provide our customers with the following;

• a Practice Profile – contains service commitment and authorised representative profiles;
• a Financial Services Guide – provides information about the service being provided; and
• a Statement of Advice – a personal record of the personal financial advice provided, including information about the advice given, fees and commissions and any interests or associations, which may influence advice.

Priority, timely service

Our authorised representatives receive ongoing support and priority access to services, including plan checking and assistance for any specialised financial planning requirement you may have. This ensures that you receive the most relevant information to meet your specific financial needs, giving you greater peace of mind.

Security and confidence

Our authorised representatives have passed examinations in financial planning, abide by a code of ethics and adhere to rigorous compliance standards in servicing all clients.

The practice has assigned a diligent and dedicated compliance expert, responsible for keeping track of government and industry changes and communicating this information within the practice.

The difference is the professional expertise and effort that is applied in delivering the standards required of a Certified Quality Advice Practice.

Contact a Certified Quality Advice Practice today to experience this difference.

About the Licensee

Charter Financial Panning Limited

ABN 35 002 976 294 AFA Licence No. 234665, a member of the AMP group assists people and businesses from all walks of life in reaching their financial goals. As one of Australia’s largest national financial planning groups, Charter Financial Planning offers a comprehensive advisory service on a wide range of financial planning matters.

Charter Financial Planning supports the standards of financial planning practices that are Certified Quality Advice Practices with dedicated resources. Because quality financial advice is seen as such an important differentiator in the provision of financial services, the accreditation is also highly valued and standards are constantly reviewed. Consequently failure to continue to meet the guidelines will result in accreditation being withdrawn.

Need an Insurance Quote? Contact Us Today:

Call us on (03) 9890 3388 to book an obligation-free appointment, or get a free online quote now.

For more information Download our Financial Services Guide (FSG) PDF

Robert Bonifacio is an Authorised Representative of Charter Financial Planning Limited ABN 35 002 976 294. Australian Financial Services Licensee No. 234665 Principle Address: 750 Collins Street P.O. Box 2830 Melbourne Victoria 3001