About Us

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Relevant Financial is a premier financial planning practice. Our reputation for providing a comprehensive range of financial planning services is accompanied with unparalleled customer service and personal attention to client's needs.

With over 50 years experience in the financial services industry our clients benefit from the experience , dedication and expertise of our advisers and also from the security of dealing with an organization associated with one of Australia's largest financial institutions (Charter Financial Planning).

Certified Quality Advice Practice

Our licensee has awarded us the Certified Quality Advice Practice accreditation, recognizing that our practice offers a ‘complete financial planning service’ with well-defined service expectations that you can access confidently. This accreditation is based on the satisfaction of professional standards relating to the service, business management, technical knowledge, commitment to compliance and professional development and experience in delivering quality financial advice.

Reasons To Choose Relevant Financial:

  • We are committed to providing tailored financial solutions for our clients.
  • We are recognised within our industry as a market leader in the field of financial advice, planning and ongoing service.
  • We offer our clients a personal, long term relationship and always provide them with excellent service.
  • We regularly update your financial plan and portfolio to ensure clients are on track to achieve their financial goals and objectives.
Have a Question?

Contact us to book your initial free no-obligation consultation with our expert advisors.

Your privacy is important to us and Charter Financial Planning, which is part of AMP. You may request access to your personal information at any time by calling us on (03) 9429 2001 or contacting AMP on 1300 157 173. Information collected will be subject to AMP's Privacy Policy. You can also contact us or AMP if you do not wish to receive information about products, services or offers available from us or AMP from time to time.

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