Financial Services Guide
For each of our Authorised Representatives we are required to produce individual ‘Financial Services Guide’s.
Chris Catalovski is the Managing Director and he is an Authorised Representative of Charter Financial Planning. Chris has more than 15 years experience in the financial services industry and holds tertiary qualifications in accounting, economics and financial services. Chris is also a member of the Institue of Chartered Accountants of Australia (Financial Planning Specialist).
The following attachment contains the ‘Financial Services and Credit Guide’.
We highly recommend that you read these guides, before making an appointment, as they include:
- how the Authorised Representative is paid;
- any relationship details with financial institutions;
- what products & services the adviser can offer;
- how we handle customer complaints.
If you have further questions, or require clarification of any information within the guides, please contact our office and ask to speak to a financial planner.