ADAM WILLIAM CHALK
Financial Adviser · Gregory Hills, NSW
📚 Qualifications & Training
2008 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional Education
2009 - ASX Accredited Listed Products Adviser - - Kaplan Professional Education
2009 - Bachelor of Business (Economics & Finance) - - University of Western Sydney
2014 - Self Managed Super Funds - - Kaplan Professional Education
2015 - Masters of Commerce (Financial Planning) - - University of Western Sydney
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.