Financial Adviser
· TWEED HEADS, NSW
Terrence John Chudleigh
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000244734
Terrence John Chudleigh is a financial adviser based in Tweed Heads, New South Wales, with 26 years of experience in the financial services industry. Terrence is currently authorised under Lifespan Financial Planning Pty Ltd. Terrence 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 Advanced Diploma of Financial Services (Financial Planning) from Integratec. Terrence 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Services (Financial Planning)
Integratec
2004
Advanced Diploma of Financial Services (Financial Planning)
Integratec
2011
Margin Lending and Geared Investments
Kaplan Professional
Registration History
Government Debentures, Stocks or Bonds: Class of product only. Securities: Class of product only.
AFFINIA FINANCIAL ADVISERS PTY LTD
BUSINESS & ESTATE PLANNING SPECIALISTS HOLDINGS PTY LTD
Source: ASIC Financial Advisers Register