Financial Adviser
· ADELAIDE, SA
Chad Appleby
No disciplinary history on record with ASIC
ADELAIDE,
SA
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000263894
About Chad Appleby
Chad Appleby is a financial adviser based in Adelaide, South Australia, with 24 years of experience in the financial services industry since 2002. Chad is currently authorised under Consultum Financial Advisers. Chad holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Chad's qualifications include a Certified Financial Planner Program from Financial Planning Association of Australia (FPA). 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor of Economics
The University of Adelaide
2003
8 Unit Diploma of Financial Planning
Financial Planning Association of Australia Limited
2006
Certified Financial Planner Program
Financial Planning Association of Australia (FPA)
2011
Margin Lending and Geared Investments
Kaplan Professional Education
2012
Self Managed Superannuation Funds
Kaplan Professional Education
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register