Financial Adviser
· MELBOURNE, VIC
Chi Kay David Chia
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001009368
Chi Kay David Chia is a financial adviser based in Melbourne, Victoria, with 20 years of experience in the financial services industry. Chi is currently authorised under Australia And New Zealand Banking Group Limited. Chi 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 Master of Applied Finance from Monash University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: Securities - Class of product advice only . SMSF restriction.
Authorised to provide tax financial advice services
Qualifications and Training
2001
Bachelor of Arts
University of Melbourne
2004
Master of Applied Finance
Monash University
2006
Diploma of Financial Services
Pinnacle
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Securities - Class of product advice only . SMSF restriction.
Source: ASIC Financial Advisers Register