CHPW Financial
Australian Financial Services Licencee
WHO WE ARE
CHPW is an Australian Financial Services Licensee under which a growing family of Financial Advisers and experts thrive.
We offer more than just a mere licence to practice. We offer a vibrant business culture and central Melbourne office.
We provide support, mentorship and a cost effective means for you to start realising your own Financial Planning practice.
What we do
PARAPLANNING
In house paraplanning team. Ability to structure any kind of scenario for your client needs.
PRACTICE SUPPORT
Professional development, webinars and training, including monthly authorised representative discussions on compliance, investments, insurances and legislative changes.
COMPLIANCE
Professional compliance guidance to ensure financial services are provided efficiently, honestly and fairly.
MARKETING SUPPORT
Assisting your firm with any marketing updates including but not limited to website review, social media, client publications and event management.
SOFTWARE
We use Xplan to manage clients and MorningStar, Lonsec research facilities for Investments, Modelling and Insurances.
TECHNICAL LIBRARY
Provision of compliant templates as required. Ensuring your firm has access to all relevant technical information.