Kingston Financial Planning operates as a corporate authorised representative of Charter Financial Planning Limited. Charter Financial Planning is a member of Akumin Pty Limited & Entireti and has been operating since 1996. The organisation holds an Australian Financial Services Licence and offers a range of financial services detailed in their Financial Services and Credit Guide.
The relationship with Charter Financial Planning enables efficient business systems and affordable fees through outsourcing functions. The practice utilises software to manage client portfolios with data from platforms including BT, AMP North, Macquarie, Asgard, and AMP.
Charter Financial Planning provides practice development support, research and approved product lists, strategy and technical support, continuing education, compliance services, and fee collection facilities.
Charter Financial Planning is Australian Financial Services Licensee Number 234 665, located at Level 6, 88 Phillip Street, Sydney NSW 2000.
