Data sourced from ASIC Financial Advisers Register
Financial Adviser · MELBOURNE, VIC

Chad Brendish

31 Years experience
Tax advice
authorised
Currently at
Morgan Stanley Wealth Management Australia Pty Ltd
Sydney, NSW
View firm profile
ASIC Registered · ADV 001005956

Chad Brendish is a financial adviser based in Melbourne, Victoria, with 31 years of experience in the financial services industry. Chad is currently authorised under Morgan Stanley Wealth Management Australia Pty Ltd. 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 Diploma of Financial Planning from Financial Planning Association of Australia. Chad 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 Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: Derivatives: Authorised to provide personal financial product advice to retail clients as a Level 2 ASIC Accredited Derivatives Adviser for Exchanged Traded Options.

Authorised to provide tax financial advice services

Qualifications and Training

2000
Diploma of Financial Planning
Financial Planning Association of Australia
2010
Margin Lending Accreditation Program
Stockbrokers Association of Australia
2011
Accredited Derivatives Adviser Level 2 Exam
Kaplan

Registration History

Morgan Stanley Wealth Management Australia Pty Ltd
Sep 2009 - Present Current
Derivatives: Authorised to provide personal financial product advice to retail clients as a Level 2 ASIC Accredited Derivatives Adviser for Exchanged Traded Options.

Source: ASIC Financial Advisers Register