Financial Adviser
· NEWCASTLE, NSW
Chad Thomas-cook
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001241665
Chad Thomas-cook is a financial adviser based in Newcastle, New South Wales, with 10 years of experience in the financial services industry. Chad is currently authorised under Maxim Private Clients Pty Limited. Chad 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 Bachelor of Finance from Newcastle University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Finance
Newcastle University
2011
Advanced Diploma of Financial Planning
Kaplan
2026
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan