Adam William Chalk
Financial Adviser in Gregory Hills, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000328434
- Location
- Gregory Hills NSW 2557
- Licensee
- GPS Wealth Ltd (AFSL 254544)
- Authorised since
- 25 February 2016
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional Education (2008); ASX Accredited Listed Products Adviser, Kaplan Professional Education (2009); Bachelor of Business (Economics & Finance), University of Western Sydney (2009); Self Managed Super Funds, Kaplan Professional Education (2014); Masters of Commerce (Financial Planning), University of Western Sydney (2015)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Adam William Chalk
Adam William Chalk is a financial adviser in Gregory Hills, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000328434.
The licensee Adam advises under is GPS Wealth Ltd (AFS licence 254544). The current authorisation started on 25 February 2016.
The register records 2008 as the year Adam first provided financial advice. The qualifications listed for Adam include Diploma of Financial Services (Financial Planning) (Kaplan Professional Education, 2008), ASX Accredited Listed Products Adviser (Kaplan Professional Education, 2009) and Bachelor of Business (Economics & Finance) (University of Western Sydney, 2009). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Adam William Chalk a registered financial adviser?
Yes. Adam William Chalk is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000328434.
Which licensee does Adam William Chalk work under?
GPS Wealth Ltd, Australian financial services licence 254544.
What can Adam William Chalk give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.