About Us

Jim Herman is an Authorised Representative who has over 23 years experience in the insurance and investment industry specialising in Risk insurance. As a financial planner representing Charter Financial Planning, we have access to most of the large insurance competitors within the industry, enabling us to give you extensive advice. We aim to give you value for your hard earned dollar.

We are happy to visit you in your home; however you may also wish to use our office facilities as well.

Our first meeting is always obligation free.


Contact Details

Office Address

13 John Street
Salisbury SA 5108
Location map

Postal Address

PO Box 69 Kent Town SA 5071
P: 1300 369 611
E: