Financial Adviser · SOUTHSIDE, QLD

Chad Monroe

SOUTHSIDE, QLD

23 Years experience

Tax advice
authorised

ASIC Registered · ADV 000249535

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

About Chad Monroe

Chad Monroe is a financial adviser based in Southside, Queensland, with 23 years of experience in the financial services industry since 2003. Chad is currently authorised under Akumin Financial Planning. 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 Certified Financial Planner from Financial Advice Association of Australia (FAAA). 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

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

Diploma of Financial Services (Financial Planning)

AMP Financial Planning

2006

Advanced Diploma of Financial Services (Financial Planning)

AMP Financial Planning

2009

Certified Financial Planner

Financial Advice Association of Australia (FAAA)

2019

Accredited Aged Care Professional

Aged Care Steps

Registration History

Akumin Financial Planning Pty Limited

Jan 2004 - Present Current

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

Source: ASIC Financial Advisers Register