In 2007 PSK Financial Services has been granted the Certified Quality Advice Practice accreditation by our licensee Charter Financial Planning (Charter).  We are only one of approximately 28 practices Australia wide within the AXA/Charter Financial Planning network to have received this.

Charter recognises that our practice offers a ‘complete financial planning service' with well-defined service expectations that our clients can access confidently.

This accreditation is based on the professional standards relating to the service, business management, and technical knowledge, commitment to compliance and professional development and experience in delivering quality financial planning advice to our clients.

Please find following a media release by AXA that was recently published in various financial planning publications.

This media release highlights the high level requirements and standards that PSK Financial Services has achieved and continues to achieve to have received this accreditation. Just another reason why our clients have entrusted our business to manage their personal financial affairs.

View Media Releases