Troy Chapman
Financial Adviser in Ettalong Beach, New South Wales, Australia
Review Troy Chapman
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 number000345133
- Location
- Ettalong Beach NSW 2257
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 21 February 2012
- First provided advice
- 2010
- Qualifications
- Bachelor of Agricultural Economics, University of Sydney (2003); Diploma of Financial Services (Financial Planning), ThreeSixty (2009); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2012); Margin Lending, Mentor Education Pty Ltd (2015)
- 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 Troy Chapman
Troy Chapman is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Ettalong Beach, New South Wales (adviser number 000345133).
The licensee Troy advises under is Charter Financial Planning Limited (AFS licence 234665). That authorisation dates from 21 February 2012.
The register records 2010 as the year Troy first provided financial advice. Qualifications and training on file include Bachelor of Agricultural Economics (University of Sydney, 2003), Diploma of Financial Services (Financial Planning) (ThreeSixty, 2009) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2012).
The authorisation covers advice 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.”
Reviews
Nobody has reviewed Troy Chapman here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Troy Chapman a registered financial adviser?
Yes. Troy Chapman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000345133.
Which licensee does Troy Chapman work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Troy Chapman 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."