Charter Plan Pty Ltd is a wholly owned subsidiary of Abbott`s Chartered Accountants. Initially established to provide high quality financial planning and investment advisory services to meet the diverse needs of the clients of Abbott`s and Charter Plan Pty Ltd we now provide our services to clients of associated accounting and law practices.

Charter Plan Pty Ltd`s principal objective is to provide high level strategic financial planning services to its clients whilst also offering, where applicable, objective assessments of financial products. Charter Plan Pty Ltd;

Charter Plan holds an Australian Financial Services Licence No 303138.