Financial Adviser
· NARRE WARREN, VIC
Chantelle Marie Montgomery
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000451713
Chantelle Marie Montgomery is a financial adviser based in Narre Warren, Victoria, with 15 years of experience in the financial services industry. Chantelle is currently authorised under Oreana Financial Services Pty Ltd. Chantelle 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 Graduate Diploma of 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
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2011
Diploma of Financial Services
Kaplan Higher Education Pty Limited
2012
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited