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We provide proactive financial advice and trusting client relationships to ensure we meet financial goals.

Important Information

Charter Privacy Policy

Charter Financial Planning Limited (Charter) understands that privacy is important to its clients. Please click here to download a copy of The Privacy Policy.

If you have come through to this page within your financial adviser’s website, your financial adviser is authorised by Charter and is also subject to The Privacy Policy.

The Privacy Policy explains how we comply with the Australian Privacy Principles, which have been established under the Privacy Act 1988 (Cth). The Privacy Policy covers:

  • why we need to collect your personal information
  • the types of personal information we collect, and how it is collected
  • how we protect your personal information, and who it could be disclosed to
  • specific issues relating to privacy and the use of the internet.

Contacting Charter about privacy

We always welcome feedback about client experiences, as we know things don’t always go the way they should. If you:

  • have a general enquiry about how personal information is collected or used
  • would like to access or update your personal information
  • wish to make a complaint relating to privacy

You can contact us directly. We are committed to doing the right thing by you and we will respond as soon as possible.

Let us help improve your financial future

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