Financial Planning

By: Advice & Answers Financial Services  14-Sep-2012
Keywords: Financial Services, Insurance, Wealth Creation

Charles is an Authorised Representative of Charter Financial Planning Ltd.  ASIC Number 284502.  

Charles specialises in pre retirement planning and retirement planning and can explore strategies for your circumstances. Has experience in implementing a financial protection plan and a broad range of solutions to protect your family or business interests.  

Charles has obtained the following educational qualifications and experience:

Education: ·        
Diploma of Financial Planning, Deakin University ·        
Diploma of Life Insurance, Australian New Zealand Insurance Institute (The Institute) Experience: ·        
Charles commenced in the financial services industry in 1985.  Charles can assist you with your financial planning needs including investments, insurance & superannuation..

Charles is a member of the following Professional Association Memberships: ·        
Financial Planning Association ·        
Australian New Zealand Insurance Institute. ·        
Authorised Representatives Association  

Charles enjoys keeping fit and shares an interest in football & cricket.

Keywords: Allocated Pensions, Centrelink Planning, Certified Financial Planners, Diploma of Financial Planning, Financial Advice, Financial Services, Income Protection, Income Streams, Industry Super, Insurance, Life Insurance, Pension, Pre Retirement Planning, Retirement Income Streams, Salary Packaging, Self Managed Super Funds, Superannuation Planning, Trauma Insurance, Wealth Creation

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