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Financial Services Guides

Dennis Georgiou

Andrew Kantas

Financial Services Offered

We offer advice on the following areas (list is not exhaustive):

  • Wealth Creation
  • Tax Effective Strategies
  • Investment Advice
  • Superannuation & Retirement Planning
  • Corporate Superannuation
  • Self Managed Super Funds
  • Risk Insurance
  • Estate Planning
  • Business Succession Planning
  • Debt & Margin Loan Advice
  • Ethical Investments

 


'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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