Financial Adviser
· ADELAIDE, SA
Darren Chalk
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000259181
Darren Chalk is a financial adviser based in Adelaide, South Australia, with 22 years of experience in the financial services industry. Darren is currently authorised under Industry Fund Services Limited. Darren 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 University of Adelaide.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Superannuation products (excluding Self Managed Superannuation Funds)
Authorised to provide tax financial advice services
Qualifications and Training
1993
Bachelor of Commerce
University of Adelaide
2006
Diploma of Financial Services (Financial Planning)
Tribeca
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Superannuation products (excluding Self Managed Superannuation Funds)
STATEWIDE SUPERANNUATION PTY LTD
Adviser Is RESTRICTED from providing advice for the following classes of financial products: (i) standard margin lending facility; (ii) Self Managed Superannuation Funds (SMSFs). Adviser is RESTRICTED from dealing in a financial product by applying for, acquiring, varying or disposing of a financial product on behalf of anotherperson in respect of the following classes of products: (i) standard margin lending facility; (ii) Self Manager Superannuation Funds (SMSFs); to retail or wholesale clients
Not authorised to provide personal advice on Standard Margin Lending
Source: ASIC Financial Advisers Register