We are thrilled to share exciting news with you. TFC Financial has partnered up with Lumos Advisory so you can reach new heights on your financial journey. Lumos Advisory specialises in holistic wealth management and business advisory services. With various regional locations across QLD and NSW, this partnership allows us to provide additional support and a deeper knowledge across all areas of your wealth journey including accounting bookkeeping, commercial finance and mortgage broking. If you’d like to learn more about Lumos Advisory, please don’t hesitate to contact them or visit lumosadvisory.com.au.

As part of this exciting collaboration, we have relocated to Lumos Advisory’s Head Office at 331 Margaret St, Toowoomba.

This brings us to the nitty gritty, we will be transitioning from Charter Financial Planning Limited to Alliance Wealth Pty Ltd, another leading Australian financial services licensee. This move enhances our capabilities and strengthens our commitment to serving you better.

What does this mean for you?

  1. We will continue to service your financial planning needs but as an authorised representative of Alliance WealthPty Ltd, unless you tell us or Charter Financial Planning Limited otherwise.

  1. Alliance Wealth Pty Ltd will have access to your personal and financial information.

  1. Any financial products you may have in place (e.g. insurance policies, superannuation and investment products)will not be affected by this change.

  1. Charter Financial PlanningLimited remains responsible for any advice or financial services provided by us as an authorised representative of Charter Financial Planning Ltd. However, any future advice or financial services provided by us will be the responsibility of Alliance Wealth Pty Ltd.

Next Steps

You do not need to do anything as a result of this change. We will continue servicing your financial planning needs, but under an authorisation issued by Alliance Wealth Pty Ltd.

However, if you do not wish to be transferred to the New Licensee, please complete the attached Client Election Form and return it to our office or email it to Charter Financial Planning Ltd at client_election@amp.com.au.

If we do not hear from you within 14 days of this letter, it will be assumed that you wish to move with us to Alliance Wealth Pty Ltd.

Any questions?
If you have any questions, please call our office on 07 4639 1399.

Yours Sincerely,
Chris Manthey

CONTACT US

Phone: 07 4639 1399

Fax: 07 4639 6921

Office: 331 Margaret Street Toowoomba, QLD 4350

Postal: PO Box 1591 Toowoomba, QLD 4350

__________________________________________________________________________________________________________

DISCLAIMER PRIVACY POLICY FSCG TFC FINANCIAL CHARTER FINANCIAL
Copyright 2024 © TFC Financial

IMPORTANT INFORMATION: Toowoomba Financial Centre Pty Ltd ABN 88 073 088 070, trading as TFC Financial is a corporate authorised representative of Australian Financial Services Licensee 234665, Charter Financial Planning Limited ABN 35 002 976 294 This website contains general advice only. You need to consider with your financial planner, your investment objectives, financial situation and your particular needs prior to making any strategy or products decision. Your privacy is important to us and Australian Financial Services Licensee, which is part of AMP. You may request access to your personal information at any time by calling us on (07) 4639 1399 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.