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Our Financial Planning Philosophy

Financial planning is both an art and a science 

It requires varying skills; technical, interpersonal and creative to develop a strategy that meets your needs. The role of the financial planner is a privileged one as it requires that we not only have and maintain the required level of skills and expertise to provide high standards of advice but that we also build a strong bond and high level of trust with our clients so that they feel they can trust us with their personal affairs.

Every one’s life journey is unique

We all have our own aspirations & dreams, goals, concerns, financial circumstances and naturally financial planning advice needs to be tailored around these needs

Aurora Financial Planning

Aurora Financial Planning commenced in May 2011. Its creation as a business has been a long term vision of mine and the name holds great significance. Aurora is latin for the New Dawn, the first light of day, growth and enlightenment. These words are a wonderful analogy for life. Our lives are constantly changing with each day presenting new opportunities and challenges. Our aim is to ensure that we focus not only on the present but continue to keep looking forward and planning for each new dawn with confidence.

Aurora Financial Planning Pty Limited is a Corporate Authorised Representative, number 402127, trading as Aurora Financial Planning, authorised to provide financial services on behalf of Charter Financial Planning.

 

Chris Whiteford, Authorised Representative of Charter Financial Planning Limited

As a qualified financial planner and Chartered Accountant I bring a diverse range of skills and experience. I started my career in Chartered Accounting before entering the financial planning industry in 1996. Since that time, I’ve held various executive and management team positions including CFO of a licensee – Genesys Wealth Advisers, Head of Finance for the Financial Planning Division at Challenger, Practice Manager of a financial planning business before deciding to apply my skills to the important role of financial planner.

I am passionate about financial planning and the benefit it can make to peoples lives. I receive great satisfaction from helping people reach their goals and dreams and live the life they want. I am also passionate about community and a former board member and Treasurer of the Northern Rivers Community Foundation which is an independent philanthropic foundation dedicated to improving the lives of those in the region who are most in need of support.

I am a member of the Financial Planning Association  www.fpa.asn.au as well as the Institute of Chartered Accountants Australia  www.charteredaccountants.com.au . My qualifications include a Bachelor of Economics (Accounting) from Macquarie University, Advanced Diploma of Financial Services (Financial Planning) and the Institute of Chartered Accountants Professional Year.

Charter Financial Planning

Charter Financial Planning is a member of the AMP Group.  The AMP Group includes companies formerly part of the Australian and New Zealand operations of AXA Asia Pacific Holdings Limited.

Charter Financial Planning is a Professional Partner of the Financial Planning Association (FPA) and we are fully committed to the FPA’s Code of ethics and Rules of Professional Conduct.  Charter Financial Planning is also a Corporate Member of the Association of Financial Advisers (AFA).

www.charter.com.au

 

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Aurora Financial Planning Pty Limited ABN 73 958 338 024 Trading as Aurora Financial Planning as trustee of the Aurora Trust is an authorised representative and credit representative of Charter Financial Planning Limited ABN 35 002 976 294, Australian Financial Services Licensee and Australian Credit Licence No. 234 665.

Charter Financial Planning Limited. ABN 35 002 976 294. Australian Financial Services Licensee Number 234 665. Principal Address: 750 Collins Street, PO Box 2830, Melbourne Victoria 3001

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