Charter provides their representatives with legislative updates, training, and other assistance in order for your adviser to maintain their competence in the ever-changing legislative environment.
Charter also completes a comprehensive audit on the client files of Always Financial annually to ensure that they are providing complete and accurate advice to their clients. Most clients view this as a guarantee of assurance.
Our selection of recommended products is provided through Charter by way of an approved product list, from which we select products to recommend to you. This approved product list is thoroughly and continuously researched to ensure these companies have a solid financial foundation so as to minimise business and financial risk associated with investing. Charter is owned by the AMP Group. The AMP Group includes companies formerly part of Australian and New Zealand operations of AXA Asia Pacific Holdings Limited. Always Financial Pty Ltd sees that being licensed through a large Financial Services Licensee such as Charter allows us to take advantage of the experience of the group for the overall benefit of our clients.
Once you decide to commence discussions with Always Financial you will be provided with Financial Services & Credit Guide (FSCG) which will outline fees and areas of expertise as well as our privacy statement and complaints resolution measures. All advice is provided in accordance with this Financial Services & Credit Guide (FSCG).
Australian Financial Services Licensee
License Number: 234665
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