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Business Profile

Mission Statement
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.

The Life Planning Solutions Difference
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.

Certified Quality Advice Practice

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.


Comprehensive Service Offering


Team Members

Dennis Georgiou B.Bus, CA, CA Fin. Plan specialist, SSA SMSF Specialist Advisor is an authorised representative of Charter Financial Planning. He has been providing financial advice for 14 years through Life Planning Solutions.

Andrew Kantas SA Fin, Dip FP, CFP 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.

Mandarr Hinge provides crucial Paraplanner support to our Financial Advisers. 
  
Rob Manna our Client Services Officer, provides administrative and operational support to our Financial Advisers and Paraplanner.

Financial Services Licensee

Charter Financial Planning
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

Principle Address:
750 Collins Street
Docklands Vic 3008
          
www.charter.com.au

 


'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

The information contained on this webpage is provided in good faith. While the contents are obtained from various sources that are deemed reliable, it is not guaranteed as accurate or complete and should not be relied upon as such.

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