Financial Adviser · ETTALONG BEACH, NSW

Troy Chapman

ETTALONG BEACH, NSW

16 Years experience

Tax advice
authorised

ASIC Registered · ADV 000345133

Currently at

Charter Financial Planning Limited

Sydney, NSW (firm address)

View firm profile

Troy Chapman is a financial adviser based in Ettalong Beach, New South Wales, with 16 years of experience in the financial services industry since 2010. Troy is currently authorised under Charter Financial Planning Limited, operating through Charter Financial Planning. Troy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Troy's qualifications include a Bachelor of Agricultural Economics from University of Sydney.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2003

Bachelor of Agricultural Economics

University of Sydney

2009

Diploma of Financial Services (Financial Planning)

ThreeSixty

2012

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2015

Margin Lending

Mentor Education Pty Ltd

Registration History

Charter Financial Planning Limited

Feb 2012 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

JIGSAW SUPPORT SERVICES PTY LIMITED

Feb 2010 - Feb 2012 Ceased

Source: ASIC Financial Advisers Register