Franz William Kalchbauer
Financial Adviser in Warilla, New South Wales, Australia
Review Franz William Kalchbauer
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001255964
- Location
- Warilla NSW 2528
- Licensee
- Smart Financial Capital Pty Ltd (AFSL 533901)
- Authorised since
- 17 July 2024
- First provided advice
- 2017
- Qualifications
- Bachelor of Commerce (Financial Planning), The University of Wollongong (2011); Master of Financial Planning, Kaplan Higher Education Pty Limited (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Franz William Kalchbauer
On the Financial Advisers Register kept by ASIC, Franz William Kalchbauer appears as a current financial adviser in Warilla, New South Wales, adviser number 001255964.
The licensee Franz advises under is Smart Financial Capital Pty Ltd (AFS licence 533901). That authorisation dates from 17 July 2024.
The register records 2017 as the year Franz first provided financial advice. The qualifications listed for Franz include Bachelor of Commerce (Financial Planning) (The University of Wollongong, 2011), Master of Financial Planning (Kaplan Higher Education Pty Limited, 2017) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education, 2020).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Franz William Kalchbauer here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Franz William Kalchbauer a registered financial adviser?
Yes. Franz William Kalchbauer is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001255964.
Which licensee does Franz William Kalchbauer work under?
Smart Financial Capital Pty Ltd, Australian financial services licence 533901.
What can Franz William Kalchbauer 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.