Chad Brookes
Financial Adviser in Banora Point, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003322
- Location
- Banora Point NSW 2486
- Licensee
- Loyalty Financial Services Pty Ltd (AFSL 227096)
- Authorised since
- 26 September 2025
- First provided advice
- 2007
- Qualifications
- Certificate IV in Financial Services (Finance/Mortgage Broking), International Institute of Technology (2010); Estate Planning, Kaplan Professional (2010); Taxation Planning, Kaplan Professional (2010); Margin Lending and Geared Investments, Kaplan Professional (2011); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Graduate Certificate in Applied Finance, Kaplan Professional (2017); Self Managed Superannuation Fund Adviser (Personal Advice), Mentor Education (2017)
- 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 Brookes
On the Financial Advisers Register kept by ASIC, Chad Brookes appears as a current financial adviser in Banora Point, New South Wales, adviser number 001003322.
Chad provides advice as an authorised representative of Loyalty Financial Services Pty Ltd, which holds Australian financial services licence 227096. The current authorisation started on 26 September 2025.
The register records 2007 as the year Chad first provided financial advice. Qualifications and training on file include Certificate IV in Financial Services (Finance/Mortgage Broking) (International Institute of Technology, 2010), Estate Planning (Kaplan Professional, 2010) and Taxation Planning (Kaplan Professional, 2010). Chad is recorded as a member of 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 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 Brookes a registered financial adviser?
Yes. Chad Brookes is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003322.
Which licensee does Chad Brookes work under?
Loyalty Financial Services Pty Ltd, Australian financial services licence 227096.
What can Chad Brookes 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.