Financial Adviser
· NEWSTEAD, QLD
Chloe Ward
No disciplinary history on record with ASIC
NEWSTEAD,
QLD
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000401780
About Chloe Ward
Chloe Ward is a financial adviser based in Newstead, Queensland, with 15 years of experience in the financial services industry since 2011. Chloe is currently authorised under GPS Wealth. Chloe holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Chloe's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education. Chloe is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2010
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2015
SMSF Specialist Advisor (SSA)
SMSF Association
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education