Welcome to Gold Coast Financial Planning Pty Ltd.

Gold Coast Financial Planning Pty Ltd is a professional financial planning business which operates as a Corporate Authorised Representative AFSL Licence No. 291217 of 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 it's network of professional and well equipped authorised representatives.

As part of the global AXA group it has a prominent and solid standing in the financial industry. In line with it's professional approach Charter Financial Planning (ABN-35002976294) is a principal member of the Financial Planning Association (FPA) and observes a strict and comprehensive Code of Professional Conduct which assists to set minimum acceptable levels of service.

Gold Coast Financial Planning Pty Ltd provides a holistic approach to financial planning focusing on accumulation of wealth, wealth protection and wealth management strategies.