Financial Adviser · BLACKBURN, VIC

Chantel Munro

17 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000343317

Chantel Munro is a financial adviser based in Blackburn, Victoria, with 17 years of experience in the financial services industry. Chantel is currently authorised under Charter Financial Planning Limited. Chantel 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 Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives 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

2012

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2015

Self Managed Superannuation Funds

Mentor Education Pty Ltd

2017

ASX Listed Product Accreditation Course (LPAC)

LPAC Online

2017

Fellow Chartered Financial Practitioner (FChFP)

Asia Pacific Financial Services Association (APFinSA)

Registration History

Charter Financial Planning Limited

Dec 2009 - 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