| SMART offers you access to a financial planner through Charter Financial Planning, Licensed Securities Dealer. Charter Financial Planning currently operates under Australian Financial Services License number 234665. A flat fee of $330 is payable for specialist financial advice regarding SMART. The financial planner will complete a written report and talk you through it at a time that is convenient for you. There is no obligation to use this service. |
| What kind of advice will I get from a financial planner? |
| A financial planner will help you consider how much insurance cover you need, which SMART investment options to choose, and how much to consider contributing to meet your retirement goals. |
| Can I debit the fee from my SMART account? |
| Yes, to make payment easy, this fee can be debited from your SMART account once the advice has been provided regarding your SMART account. |
| Charter offices in your area | |
|
North Queensland Don O'Bryan RFD Koch Financial Services Suite 1/608 Bruce Highway Woree 4868 (07) 4054 5900 dobryan@bigpond.com Servicing Mulgrave and Mossman mills Mark De Gregorio CFP Dip FP B Comm Servicing Tully, Mourilyan and South Johnstone mills |
Townsville Michael Mayoh CFP Dip FP SIA (Aff) Inch Financial Services Mezanine Floor Metway Arcade Flinders Mall Townsville 4810 (07) 4721 5477 michael@inchfs.com.au Servicing the Burdekin and Herbert River Region |
|
Mackay/Proserpine Mark McConnell Money & Management = Wealth Financial Solutions Suite 3, 4 Heaths Rd Mackay 4740. (07)4942 0092 mmwealth@ozemail.com.au |
Bundaberg Leanne Bull CFP Dip FP Bull Financial Group Cnr of Powers and Woondooma St Bundaberg 4670 (07) 4153 5388 bfg@bullfinancial.com.au |
|
Maryborough Alan Baker MBus GDipFinPlanning Sec InstCPA (FPS,Treasury) CFP Fraser Coast Financial Services 5 Victoria St Tinana 4650 (07) 4121 7090 a.baker@fcfs.com.au |
Northern NSW Don Skarratt CFP Skarratt Consulting 75 Victoria St Grafton 2460 (02) 6642 1599 skarratt@bigpond.net.au |
|
Sunshine Coast Craig Gemmill CFP Dip FP Blackall Range Financial Services Shop 9 / 1 Post Office Road Mapleton 4560 (07) 5478 6311 alancronin@ozemail.com.au |
Brisbane David Martin CFP Dip FP MNIA AAII Star Financial Strategies Level1, 970 Logan Rd Holland Park 4121 (07) 3847 7277 dm.bmm@bigpond.net.au |