Paul David Chalmers
Financial Adviser in Torquay, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000265091
- Location
- Torquay VIC 3228
- Licensee
- Regional Wealth Services Pty Ltd (AFSL 458328)
- Authorised since
- 2 September 2014
- First provided advice
- 2003
- Qualifications
- Bachelor Business Financial Planning, RMIT (2005); Certified Financial Planner, Financial Planning Association (2007); Self-Managed Super Fund Specialist Advisor, SMSF Professionals Association (2011); Listed Product Accreditation, LPAC (2013); Ethics & Proessionalism in Financial Advice, Kaplan (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- 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 Paul David Chalmers
Paul David Chalmers is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Torquay, Victoria (adviser number 000265091).
Paul provides advice as an authorised representative of Regional Wealth Services Pty Ltd, which holds Australian financial services licence 458328. That authorisation dates from 2 September 2014.
According to the register, Paul first provided financial advice in 2003. The qualifications listed for Paul include Bachelor Business Financial Planning (RMIT, 2005), Certified Financial Planner (Financial Planning Association, 2007) and Self-Managed Super Fund Specialist Advisor (SMSF Professionals Association, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and SMSF Association.
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.
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Questions people ask
Is Paul David Chalmers a registered financial adviser?
Yes. Paul David Chalmers is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000265091.
Which licensee does Paul David Chalmers work under?
Regional Wealth Services Pty Ltd, Australian financial services licence 458328.
What can Paul David Chalmers 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.