CHAD MONROE — Financial Adviser #000249535

Registration Number

000249535

Registration Status

Registered

Location

Southside, QLD 4570

Providing Advice Since

2003

Registration Date

01/01/2004

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

📚 Qualifications & Training

2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Financial Planning

2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - AMP Financial Planning

2019 - Accredited Aged Care Professional - Other - Aged Care Steps

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.