Abound Financial and Lifestyle Planning
Richard Brown CFP®, CPA, BBus(Acc) (242202)
Clinton Smith CFP®, BBus(FP) (428687)
Suzanne Alexander GradDipFinPlan (458264)
Peter White CFP®, BBus(Eco&Fin) (443503)
Robert Majman CFP®, BCom(Acc&FP) DFS(FP) (447093)
Financial Service and Credit Guide
Terms and Conditions
Abound Financial and Lifestyle Planning Pty Ltd (ABN 22 087 690 060) trading as Abound Financial and Lifestyle Planning, is an authorised representative of Charter Financial Planning Ltd ABN 35 002 976 294, Australian Financial Services Licence and Australian Credit Licence No. 234665.
This information is provided by Charter Financial Planning Limited (Charter FP) ABN 35 002 976 294, an Australian Financial Services Licensee, Licence No. 234665, a wholly owned subsidiary of AMP and a member of the AMP Group. It is believed to be correct at the time of publication, however, no representation or warranty is given as to its accuracy. No liability is accepted by any company within AMP or their respective employees or directors for any statement or opinion or any error or omission or for any loss arising from reliance on the information contained in this document. Investments may only proceed by completing the relevant application form attached to a current Product Disclosure Statement (PDS). Fund managers will receive fees for their services out of which authorised representatives of Charter FP may be paid commission. Neither the return of capital nor the investment performance of any investment is guaranteed by Charter FP. Past performance is not indicative of future performance. Any advice given in this document has not been prepared taking into account your particular investment objectives, financial situation or needs. Any case studies in this publication are hypothetical are not meant to illustrate the circumstances of any particular individual. You should assess your particular investment circumstances prior to making any financial decisions. This taxation information is based on the continuation of present laws and their interpretation and is a general statement only. Individual circumstances may vary. From time to time we may bring to your attention products, services and other information that may be relevant to you. If at any time you no longer wish to receive information, you may opt out by contacting our office.
These links have been provided with permission for information purposes only and will take you to external websites, which are not connected to Abound Financial Planning Pty Ltd or Charter Financial Planning Limited in any way.
Note: Abound Financial Planning Pty Ltd and Charter Financial Planning Limited does not endorse and is not responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.
Level 1, 416 Mt Alexander Road,
Ascot Vale, VIC, AUSTRALIA 3032
Level 4, 114 William Street,
Melbourne, VIC, AUSTRALIA 3000
PO Box 393,
Flemington, VIC, AUSTRALIA 3031
Phone (03) 9373 3500
Fax (03) 9326 2171