Financial Adviser
· SYDNEY, NSW
Jerome Paul Chopard
No disciplinary history on record with ASIC
41
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000451
Jerome Paul Chopard is a financial adviser based in Sydney, New South Wales, with 41 years of experience in the financial services industry. Jerome is currently authorised under Newell Palmer Securities Pty Ltd. Jerome 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 Arts from National University of Singapore. Jerome is a member of FINSIA, Financial Advice Association of Australia (FAAA) and Tax Practioners Board.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1981
Bachelor of Arts
National University of Singapore
1987
Graduate Diploma in Applied Finance and Investments
Securities Institute of Australia
2012
SMSF Certificate of Completion
KAPLAN
2012
Self Managed Superannuation Funds
Kaplan Professional
2015
Financial Advice Practice Management
The Wharton School of the University of Pennsylvania