02 6363 1700
info@ichart.net
Facebook Twitter Linkedin Instagram
Schedule a Call

custom slogan

About Us

Home
About Us

Why should you work with us? We will give you the education and guidance to help you manage your money and secure your future.

About iChart Financial Solutions

iChart Financial Solutions was created to provide a complete financial planning service to assist individuals maximise and protect their family’s financial well being.

Our focus is developing, implementing and reviewing personalised strategies to achieve short, medium and long term financial goals. We provide peace of mind to our clients that they are preparing for the future whilst protecting their family from the unexpected.

Where we differ is in our passion to educate and develop our client’s knowledge of their strategies and through developing close relationships with their other professional advisers to create a team that is working towards achieving the client’s goals.

 

 

About Charter Financial Planning

SEDABA Pty Ltd ABN 17 156 307 167 Trading as iChart Financial Solutions Corporate Authorised Representative Charter Financial Planning Limited ABN 35 002 976 294 Australian Financial Services Licensee Licence number 234665 Principal Address: 750 Collins Street PO Box 2830 Melbourne Victoria 3001

Charter Financial Planning is a member of the AMP Group. The AMP Group includes companies formerly part of the Australian and New Zealand operations of AXA Asia Pacific Holdings Limited.

Charter Financial Planning is one of Australia’s leading financial planning organisations and has been operating since 1996. Charter Financial Planning holds an Australian Financial Service Licence for providing both personal and general advice and can offer a range of financial services that are listed within this FSG.

Charter Financial Planning is a Professional Partner of the Financial Planning Association (FPA) and is fully committed to the FPA’s Code of Ethics and Rules of Professional Conduct. Charter Financial Planning is also a Corporate Member of the Association of Financial Advisers (AFA).

Our Approach

Complex made simple

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

You are unique

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

Straight forward fees

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

Complex made simple​

We provide you with the education you need to clearly understand your financial strategies.

You are unique​

We create a personalised financial plan that is unique to your situation and goals.

Accountability Partner

We help you stay on track at every stage if life, throughout all the challenges and victories.
Get in Touch
Call 02 6363 1700
Contact the Orange Office
75 Kite Street
Orange NSW 2800
Contact the Bathurst Office

131 Piper Street
Bathurst NSW 2795
Contact the Canberra Office
Suite 3, 18 Napier Close,
Deakin ACT 2600
Ph (02) 6156 3677
Mailing Address

PO Box 2327
Orange NSW 2800
Operating Hours

Mon - Fri: 9am - 5pm
Sat - Sun: Closed
Facebook-f Twitter Linkedin-in Instagram

SEDABA Pty Ltd Trading as iChart Financial Solutions. Corporate Authorised Representative of Charter Financial Planning Limited. Australia Financial Services License Number 234665

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

Wordpress website by Advant