Data sourced from ASIC Financial Advisers Register
Financial Adviser · SOUTHSIDE, QLD

Chad Monroe

23 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000249535

Chad Monroe is a financial adviser based in Southside, Queensland, with 23 years of experience in the financial services industry. Chad is currently authorised under Akumin Financial Planning 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 Advanced Diploma of Financial Services (Financial Planning) from AMP Financial Planning.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2003
Diploma of Financial Services (Financial Planning)
AMP Financial Planning
2006
Advanced Diploma of Financial Services (Financial Planning)
AMP Financial Planning
2019
Accredited Aged Care Professional
Aged Care Steps

Registration History

Akumin Financial Planning Pty Limited
Jan 2004 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register