Chad Monroe
Financial Adviser in Southside, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000249535
- Location
- Southside QLD 4570
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 1 January 2004
- First provided advice
- 2003
- Qualifications
- Diploma of Financial Services (Financial Planning), AMP Financial Planning (2003); Advanced Diploma of Financial Services (Financial Planning), AMP Financial Planning (2006); Certified Financial Planner, Financial Advice Association of Australia (FAAA) (2009); Accredited Aged Care Professional, Aged Care Steps (2019)
- 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
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Chad Monroe
Chad Monroe is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Southside, Queensland (adviser number 000249535).
Chad provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. That authorisation dates from 1 January 2004.
The register records 2003 as the year Chad first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (AMP Financial Planning, 2003), Advanced Diploma of Financial Services (Financial Planning) (AMP Financial Planning, 2006) and Certified Financial Planner (Financial Advice Association of Australia (FAAA), 2009). Chad is recorded as a member of 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.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Chad Monroe a registered financial adviser?
Yes. Chad Monroe is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000249535.
Which licensee does Chad Monroe work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Chad Monroe 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. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."