Jerome Paul Chopard
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000451
- Location
- Sydney NSW 2000
- Licensee
- Newell Palmer Securities Pty Ltd (AFSL 229264)
- Authorised since
- 1 July 2009
- First provided advice
- 1985
- Qualifications
- Bachelor of Arts, National University of Singapore (1981); Graduate Diploma in Applied Finance and Investments, Securities Institute of Australia (1987); SMSF Certificate of Completion, KAPLAN (2012); Self Managed Superannuation Funds, Kaplan Professional (2012); Financial Advice Practice Management, The Wharton School of the University of Pennsylvania (2015)
- Memberships
- FINSIA; Financial Advice Association of Australia (FAAA); Tax Practioners Board
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Jerome Paul Chopard
On the Financial Advisers Register kept by ASIC, Jerome Paul Chopard appears as a current financial adviser in Sydney, New South Wales, adviser number 001000451.
Advice is given under the Australian financial services licence of Newell Palmer Securities Pty Ltd, licence number 229264. That authorisation dates from 1 July 2009.
The register records 1985 as the year Jerome first provided financial advice. Qualifications and training on file include Bachelor of Arts (National University of Singapore, 1981), Graduate Diploma in Applied Finance and Investments (Securities Institute of Australia, 1987) and SMSF Certificate of Completion (KAPLAN, 2012). Jerome is recorded as a member of FINSIA, Financial Advice Association of Australia (FAAA) and Tax Practioners Board.
Jerome 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.
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Questions people ask
Is Jerome Paul Chopard a registered financial adviser?
Yes. Jerome Paul Chopard is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000451.
Which licensee does Jerome Paul Chopard work under?
Newell Palmer Securities Pty Ltd, Australian financial services licence 229264.
What can Jerome Paul Chopard 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.