Chantelle Marie Montgomery
Financial Adviser in Narre Warren, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000451713
- Location
- Narre Warren VIC 3805
- Licensee
- Oreana Financial Services Pty Ltd (AFSL 482234)
- Authorised since
- 23 September 2024
- First provided advice
- 2011
- Qualifications
- Diploma of Financial Services, Kaplan Higher Education Pty Limited (2011); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2012); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2024)
- 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, foreign exchange contracts
- Tax (financial) advice
- Yes
- Register status
- Current
About Chantelle Marie Montgomery
On the Financial Advisers Register kept by ASIC, Chantelle Marie Montgomery appears as a current financial adviser in Narre Warren, Victoria, adviser number 000451713.
Advice is given under the Australian financial services licence of Oreana Financial Services Pty Ltd, licence number 482234. That authorisation dates from 23 September 2024.
The register records 2011 as the year Chantelle first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Kaplan Higher Education Pty Limited, 2011), Advanced Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2012) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2024).
Chantelle is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 11 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Chantelle Marie Montgomery a registered financial adviser?
Yes. Chantelle Marie Montgomery is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000451713.
Which licensee does Chantelle Marie Montgomery work under?
Oreana Financial Services Pty Ltd, Australian financial services licence 482234.
What can Chantelle Marie Montgomery 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; foreign exchange contracts.