About Us

Brashlee Business Group Pty Ltd trading as Brashlee Financial Planning is a Corpoarate Authorised Representative of Charter Financial Planning Ltd.

The Principal of the business, Phil Jones has been in the Financial Services industry for the past 25 years, and in this time has worked for Westpac Banking Corp, NRMA and Commonwealth Bank.

With in-depth knowledge of banking, insurance and as a financial educator, Phil also has over 12 years experience as a highly successful Senior Financial Planner with one of the largest banking institutions in Australia. Phil’s passion for providing quality advice and ongoing coaching and mentoring during this time, has helped many clients in the journey to achieve their retirement, investment and protection goals.

Our practice is conveniently located in the Central Coast / Lake Macquarie area NSW and we also have an office in Tamworth. We service clients from Sydney to the Hunter, Mid North Coast and New England regions

Who is Charter?

Charter Financial Planning (Charter) has over 300 financial planning practices across Australia, making it one of the largest financial planning networks.
Charter is backed by AMP, one of Australia's oldest and most-trusted financial services companies. Charter advisers provide advice to support your needs and are not restricted to offering products manufactured by AMP. AMP strongly supports choice for people, in turn allowing Charter's financial advisers to provide a unique service, with your best interests at heart.

The financial advice businesses licensed by Charter are generally privately owned and locally operated. Charter provides these businesses with back-office support and processes so that they can focus on what's most important to them - improving the lives of their clients.

Brashlee Business Group Pty Ltd ABN 89 141 764 324
Corporate Authorised Representative
Charter Financial Planning Limited ABN 35 002 976 294
Australian Financial Services Licensee Licence number 234665
Principal Address: 750 Collins Street PO Box 2830 Melbourne Victoria 3001
Legal Disclaimer | Financial Services & Credit Guide | Privacy Policy