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.
David McNiven is the principal and founder of iChart Financial Solutions. He is an authorised representative of Charter Financial Planning.
David holds a Diploma in Financial Planning and Bachelor of Business Accounting. He is a CERTIFIED FINANCIAL PLANNER® and holds a Public Practicing Certificate with The Australian Taxation and Management Accountants Association.
David started the business in response to the increased level of enquiries by individuals, families and businesses wanting to achieve financial success and realise their own financial potential. David’s passion for helping people is focused on what their own potential is utilising sound, long term financial fundamentals. David goal is to provide a full service offer where you pay for the service you need.
Before starting iChart Financial Solutions, David has over 20 years’ experience in the Financial Planning Industry and over 30 years’ experience in the Financial Services Sector working as a planner and in Senior Management roles with major banks and State Super Financial Services in Country NSW. David’s breadth of knowledge can help with a range of Financial Planning advice on personal/business insurance, succession, investment and retirement planning strategies.
About Charter Financial Planning
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).
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