Financial Adviser
· BANORA POINT, NSW
Chad Brookes
No disciplinary history on record with ASIC
BANORA POINT,
NSW
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003322
About Chad Brookes
Chad Brookes is a financial adviser based in Banora Point, New South Wales, with 19 years of experience in the financial services industry since 2007. Chad is currently authorised under Loyalty Financial Services. Chad holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Chad's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional. Chad is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Certificate IV in Financial Services (Finance/Mortgage Broking)
International Institute of Technology
2010
Estate Planning
Kaplan Professional
2010
Taxation Planning
Kaplan Professional
2011
Margin Lending and Geared Investments
Kaplan Professional
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2017
Graduate Certificate in Applied Finance
Kaplan Professional
2017
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education
Registration History
A.C.N. 603 037 510 PTY LTD
Excluding Self Managed Superannuation Funds
A.C.N. 094 796 308 PTY LTD
Source: ASIC Financial Advisers Register