Financial Adviser · SOUTH WINDSOR, NSW

Warren Anthony Chalker

26 Years experience
Tax advice
authorised
ASIC Registered · ADV 000245856

Warren Anthony Chalker is a financial adviser based in South Windsor, New South Wales, with 26 years of experience in the financial services industry. Warren is currently authorised under Benwest Investment Services Pty. Limited. Warren 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 Commerce from UNSW. Warren is a member of Association of Independently Owned Financial Professionals (AIOFP) and Chartered Accountants Australia and New Zealand (CA ANZ).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1985
Bachelor of Commerce
UNSW
1987
Chartered Accountant
CA
2000
Diploma Financial Planning
CA

Registration History

Mar 2022 - Present Current
May 2004 - Dec 2021 Ceased
Authorised to provide personal financial product advice to retail clients on MDA Services

Source: ASIC Financial Advisers Register