CHPW is an Australian Financial Services Licensee under which a growing family of Financial Advisers and experts thrive. We provide support, mentorship and a cost effective means for you to start realising your own Financial Planning practice. Professional development, webinars and training, including monthly authorised representative discussions on compliance, investments, insurances and legislative changes.
Professional compliance guidance to ensure financial services are provided efficiently, honestly and fairly. Assisting your firm with any marketing updates including but not limited to website review, social media, client publications and event management. We use Xplan to manage clients and MorningStar, Lonsec research facilities for Investments, Modelling and Insurances.
Professional compliance guidance to ensure financial services are provided efficiently, honestly and fairly. Assisting your firm with any marketing updates including but not limited to website review, social media, client publications and event management. We use Xplan to manage clients and MorningStar, Lonsec research facilities for Investments, Modelling and Insurances.
Services
We have always known, the best way to find new Authorised Representatives is to look after the ones you have. Since our foundation the vast majority of our new Authorised Representative business continues to come from personal referrals. We offer honest advice and we are a fee for service AFSL. We do not take any commission override and have no affiliation with any major investment funds or institutions.
When you engage CHPW Financial you will always be dealing with the owners of the business. We have no shareholders, and no one to account for but you, and your satisfaction. Sam is an authorised representative of CHPW Financial Pty Ltd. His 16 years of Financial Advice and Market experience includes roles within the Treasury Department of NAB and ANZ.
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