Life Planning Solutions will provide a comprehensive financial planning service to our clients, be recognised as a technical and intellectual leader, form quality partnerships with its suppliers and fulfill the aspirations and requirements of its team members, shareholders and the community.
Our holistic approach to financial planning is designed to manage all of your financial needs over time, to enable you to succeed in achieving your lifetime goals through financial independence.
We pride ourselves on the quality of our service and advice being of the standard that you feel comfortable recommending us to your friends, family and business associates.
Life Planning Solutions is one of a select number of businesses that has been awarded Certified Quality Advice Practice status by Charter Financial Planning. This programme sets an industry benchmark for providing high-quality financial advice. The certification is supported by industry qualification, demonstrated best practise business operations and proven success in meeting the financial planning needs of clients.
is an authorised representative of Charter Financial Planning. He has been providing financial advice for 14 years through Life Planning Solutions.
is a Certified Financial Planner with more than 20 years' experience working for both major financial institutions and boutique practices. Andrew has been with Life Planning Solutions since 2012.
provides crucial Paraplanner support to our Financial Advisers.
our Client Services Officer, provides administrative and operational support to our Financial Advisers and Paraplanner.
Financial Services Licensee
Established in 1996, Charter Financial Planning Limited is an Australian Financial Services Licensee, licence number 234665, that is committed to providing exceptional financial planning advice through its network of professional and well-equipped authorised representatives. As part of the AMP Group, it has a prominent and solid standing in the finance industry. In line with its professional approach, Charter Financial Planning is a Professional Partner of the Financial Planning Association (FPA) and we are fully committed to the FPA's code of Ethics and Rules of Professional Conduct.
ABN: 35 002 976 294
750 Collins Street
Docklands Vic 3008
'PRPIA Pty Ltd, trading as Life Planning Solutions ABN 61 144 888 433', corporate authorised representative (CAR), number 396092, is authorised to provide financial services on behalf of Charter Financial Planning Limited
Charter Financial Planning Limited (Charter FP)
ABN 35 002 976 294
Australian Financial Services Licensee
Licence number 234665