Information provided on this website is general in nature and does not constitute financial advice.
Waterford Financial Services will endeavour to update the website as needed. However, information can change without notice and Waterford Financial Services 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.
Waterford Financial Services 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 Limited, 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 Charter Financial Planning Limited. You may not alter or modify this information in any way, including the removal of this copyright notice.
A clear distinction of activities must exist within any websites as the Licensee cannot be seen to endorse, promote or be held in anyway responsible for the activities you conduct outside of your authority held with the licensee.
Disclaimer information provided on this website is general in nature & does not constitute financial advice. 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 & 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 referenced are references to Australian dollars unless otherwise stated.
Unless otherwise specified, copyright 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 persona 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.
For each of our Authorised Representatives we are required to produce individual ‘Financial Services Guides’.
Chris Catalovski is the Managing Director and he is an Authorised Representative of Charter Financial Planning. Chris has more than 15 years experience in the financial services industry and holds tertiary qualifications in accounting, economics and financial services. Chris is also a member of the Institute of Chartered Accountants of Australia (Financial Planning Specialist).
The following attachment contains the ‘Financial Services and Credit Guide’.
We highly recommend that you read these guides, before making an appointment, as they include: