Collins House Private Wealth ABN 62 091 913 093
is a Corporate Authorised Representative of Charter Financial Planning Ltd Austrailan Financial Services Licence Number 234665, and is one of only a handful of firms in Australia that provide Independent Financial & Investment Advice
Independent Financial Advisors avoid Conflicts of Interest by rebating all Commissions, Volume Bonuses, and other benefits provided by Financial Product Providers, as well as utilizing an Unrestricted Approved Product List.
Conflicts of Interest exist where a Financial Product Provider such as a Superannuation Fund, Investment Bank, Fund Manager, or Life Insurance Company, attempt to control Financial Advisors' behavior, by paying them Commissions, Volume Bonuses or other benefits, based on "sales" of Financial Products. Conflicts of Interest also exist where "Financial Advisors" only advise on "In House" products or are encouraged to "churn" Shares, or other Listed Securities in order to generate brokerage fees etc.
At Collins House Private Wealth we care about your future as much as you do, that's why we avoid all Conflicts of Interest and use a fee for service arrangement that can save you thousands of dollars
For those Clients who do not have an existing relationship with a Lawyer or Accountant, we offer a range of Complementary Professional Services including Legal and Taxation Advice through our "sister" firms Collins House Legal ABN 34 139 698 285
and Collins House Accountants ABN 13 637 671 098.
Where those relationships already exist, we are committed to working hand in hand with your existing Professional Advisors, as we respect the importance of a trusting relationship which may have been built up over many years.
To contact us call 03 9629 6922 or click here
DISCLAIMER: Collins House Legal and Collins House Accountants provide Legal and Accounting Advice as per the Public Practice requirements of the Law Institute of Victoria and CPA Australia. Charter Financial Planning Ltd is Licenced by the Australian Securities Commission to provide Financial Product Advice and is not responsible for any of the advice given by the above mentioned "sister" firms.