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About Us

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About Us

Waterford Financial Services is a Corporate Authorised Representative of AXA Financial Planning, an Australian Financial Services Licensee [AFSL 234663].

AXA Financial Planning is a subsidiary of AXA Australia and it is an integral part of the global AXA group. It is worth noting that AXA is one of the largest financial services groups in the world and they have helped over 50 million customers with their superannuation, investment and insurance needs.

Through its affiliation with AXA Financial Planning, Waterford Financial Services is able to provide:

  • Financial Planning
  • Investment Advice
  • Superannuation Advice
  • Retirement Planning
  •  Employee Superannuation
  • Life and Disability Insurance
Waterford Financial Services is also a member of Finconnect Australia Pty Ltd [a subsidiary of Count Financial Limited] and is a member of the Mortgage and Finance Association of Australia. To find out more about this range of financial services Click Here

Chris Catalovski is the Managing Director of both Waterford Financial Services and Waterford Accountants. Chris is Chartered Accountant – Financial Planning Specialist and Authorised Representative of Charter Financial Planning. Chris has extensive public accounting experience with tertiary qualifications in accounting, economics and financial services and works togeather with the Waterford Financial Services team.Click here to Contact Us »

Charter Financial Planning Limited ABN 35 002 976 294
Australian Financial Services Licensee Licence number 234665
Principal Address: 750 Collins Street, Docklands VIC 3008