Chad Appleby
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000263894
- Location
- Adelaide SA 5000
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 29 June 2021
- First provided advice
- 2002
- Qualifications
- Bachelor of Economics, The University of Adelaide (1999); 8 Unit Diploma of Financial Planning, Financial Planning Association of Australia Limited (2003); Certified Financial Planner Program, Financial Planning Association of Australia (FPA) (2006); Margin Lending and Geared Investments, Kaplan Professional Education (2011); Self Managed Superannuation Funds, Kaplan Professional Education (2012); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Chad Appleby
Chad Appleby is a financial adviser in Adelaide, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000263894.
The licensee Chad advises under is Consultum Financial Advisers Pty Ltd (AFS licence 230323). The current authorisation started on 29 June 2021.
According to the register, Chad first provided financial advice in 2002. Qualifications and training on file include Bachelor of Economics (The University of Adelaide, 1999), 8 Unit Diploma of Financial Planning (Financial Planning Association of Australia Limited, 2003) and Certified Financial Planner Program (Financial Planning Association of Australia (FPA), 2006). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Chad is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Chad Appleby a registered financial adviser?
Yes. Chad Appleby is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000263894.
Which licensee does Chad Appleby work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Chad Appleby 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; standard margin lending.