The website is a good place if you like reading between the lines. Few notable points from the FAQ page.
Q What licensees do you currently work with?
At present, the offer is only available to Charter/AMP aligned practices, however we are currently in discussions to finalise the service for other licensees.
Q What software do you use?
A. All of the team have access to Draft Online, which enables them to produce SOA documents on Charter/AMP approved templates
Makes For a good read.
Charter Financial Planning (Charter) has 343 financial planning practices across Australia, making it one of the largest financial planning networks.
And AMP are part of Australia's largest financial adviser network, with more than 3,600 aligned and employed advisers across Australia.
I'm happy to be able to keep increasing my holdings at this level didn't think it would happen but i'll take the chance. Some big days ahead for IAM might not happen today or tomorrow but soon.
IMO DYOR
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