Chantel Munro
Financial Adviser in Blackburn, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000343317
- Location
- Blackburn VIC 3130
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 8 December 2009
- First provided advice
- 2009
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2012); Self Managed Superannuation Funds, Mentor Education Pty Ltd (2015); ASX Listed Product Accreditation Course (LPAC), LPAC Online (2017); Fellow Chartered Financial Practitioner (FChFP), Asia Pacific Financial Services Association (APFinSA) (2017)
- 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, derivatives
- 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 Chantel Munro
Chantel Munro is a financial adviser in Blackburn, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000343317.
Advice is given under the Australian financial services licence of Charter Financial Planning Limited, licence number 234665. The current authorisation started on 8 December 2009.
The register records 2009 as the year Chantel first provided financial advice. The qualifications listed for Chantel include Advanced Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2012), Self Managed Superannuation Funds (Mentor Education Pty Ltd, 2015) and ASX Listed Product Accreditation Course (LPAC) (LPAC Online, 2017).
Chantel is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “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 Chantel Munro a registered financial adviser?
Yes. Chantel Munro is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000343317.
Which licensee does Chantel Munro work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Chantel Munro 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; derivatives. 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."