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Our Relationship with Charter Financial Planning Dennis Bateman, Chris Manthey, Peter Teakle, Dominique Riley, Ken Hayden, Danny McErvale & Robert (Bob) Stewart are Authorised Representatives of Charter Financial Planning Limited (Charter) ABN 35 002 976 294. 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 Toowoomba Financial Centre Pty Ltd 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. Toowoomba Financial Centre 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 Toowoomba Financial Centre Pty Ltd you will be provided with Financial Services Guide (FSG) 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 Guide (FSG). Charter Financial Planning Limited
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