Originally established in 1997 and formerly part of the AMP Group, Charter Financial Planning is now a key brand within the Insignia Financial Ltd advice network. It operates as an Australian Financial Services Licensee (AFSL), supporting a national network of financial advisers who provide comprehensive financial planning services to individuals, families, and business owners. These services cover wealth creation, superannuation, retirement planning, and personal insurance. Charter's mission is to empower its aligned advisers with the necessary resources, compliance support, and technology to deliver high-quality financial advice to their clients.

Founded in

United Kingdom