Financial Adviser
· GREGORY HILLS, NSW
Adam William Chalk
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000328434
Adam William Chalk is a financial adviser based in Gregory Hills, New South Wales, with 18 years of experience in the financial services industry. Adam is currently authorised under Gps Wealth Ltd. Adam holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Masters of Commerce (Financial Planning) from University of Western Sydney. Adam is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2008
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2009
ASX Accredited Listed Products Adviser
Kaplan Professional Education
2009
Bachelor of Business (Economics & Finance)
University of Western Sydney
2014
Self Managed Super Funds
Kaplan Professional Education
2015
Masters of Commerce (Financial Planning)
University of Western Sydney