While all reasonable care has been taken in providing this information, unless expressly stated, it should not be construed as being specific to your investment objectives, financial situation or particular needs.
We will endeavour to update the website as soon as practicable after changes. However, information can change without notice and we do not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time.
This information is prepared for residents of Australia only. Any currency references are references to Australian dollars unless otherwise specified.
Unless otherwise specified, copyright of information provided on this website is owned by us. You may not alter or modify this information in any way, including removing this copyright notice.
This website does not offer securities or other financial products, nor does it invite subscriptions for securities or other financial products to any person outside Australia.
We do not guarantee the repayment of capital or any particular return from, or any increase in, the value of any products unless otherwise expressly agreed.
Further, we disclaim any liability for loss, damage, cost or other expense which you may incur as a result of any information provided on this website, to the extent that such liability is not excluded by law.
Please also read our full terms and conditions statement at Akumin
For more information…
Please also read Our Disclaimer and Privacy Policy related to the terms and conditions of using our website.
Sydney Financial Planning will endeavour to update the website as needed. However, information can change without notice and Sydney Financial Planning does not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time.
Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs.
Sydney Financial Planning does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. Except insofar as any liability under statute cannot be excluded, Charter Financial Planning and its employees do not accept any liability for any error or omission on this web site or for any resulting loss or damage suffered by the recipient or any other person. Unless otherwise specified, copyright of information provided on this website is owned by Sydney Financial Planning. You may not alter or modify this information in any way, including the removal of this copyright notice.
Still have some questions?
Or you would like to discuss your individual situation, please contact us on 02 9328 0876 to arrange an appointment.
Still have further questions?
If you have further questions or require clarification on any areas within the guides please contact us on 02 9328 0876 and ask to speak to one of our financial planners.
If you have not received your annual notification email from us – please get in touch with the team.
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If this is your first time accessing your log in on this website you will need to create a password – please read and follow the prompts below.
If you need to create the password for your account, please do so here on the password creation page.
- You will be prompted to add your registered email for a verification code to be sent to you.
- Once you have received the verification code, you will be able to choose a new password for your account.
- Please keep this information somewhere safe to refer back to.
If you do not receive your verification code email after after submitting.
please call us on (02) 9328 0876 for assistance.
You must have recieved your valid login details (as above) to access your Fee Disclosure Statements.
Please log in to access your statements.
Please use the username provided by SFP (your registered email address), refer to the ‘first’ email you received from SFP.We recommend you keep your login information somewhere safe to re-access your account in the future.
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Importantly, if you find your statement is not displaying correctly, please call us on (02) 9328 0876 for assistance.
Please ensure you log out after accessing your statements.
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Our Mission is to help our clients plan and achieve their goals and own tomorrow, with advice that will stand the test of time.
Our vision is to continue to grow and protect our clients’ assets and to help them achieve their dreams and life goals. We aim to do this in such a way as to become the trusted source of knowledge and leadership to our clients, our staff and to the wider community.
The values that guide our actions are:
Still have some questions?
If you want to discuss how we can work with you in more detail. Call us to arrange an appointment with one of our advisors on 02 9328 0876.